Frequently Asked Questions of Lux Bookkeeping

These are questions that I am frequently asked. If you do not see what you are looking for, please contact me so I can first answer your question, and then add it here.

Billing Questions

How much will it cost me?

Most of my clients average an invoice of $55.00 to $200.00 per month, for monthly or semi-monthly services.

How will I be billed?

Lux Bookkeeping does not require any minimum monthly dollar or hour investment, I am just here when you need me. I strive to run my business with honesty, and that includes up front pricing and accurate estimates. I never want to surprise you with big bills or high prices.

Payment Policy

Work is billed monthly and paid on a retainer basis. All work is completed at the hourly rate which is stated in your straight forward contract.

Invoices for ongoing services are sent out every two weeks and due on the date stated on the invoice. Regular services will be interrupted by an overdue account. Payments received past the due date will incur a 2% interest charge per month, until the account is settled in full.

Do I need to sign a contract?

Yes, if you are an on-going client I have a simple and straightforward, one-page contract for you to sign. It outlines what I will do for you, my client confidentiality policy, payment policies, and my service guarantee.

Since my clients are the sole judge or my performance, if at any time you are unsatisfied with my work you may cancel your contract with written notice to Lux Bookkeeping.

Do I need to purchase the QuickBooks software?

Not necessarily – it depends on your daily business needs. I own my own licensed Accountant edition of the Intuit QuickBooks software for each year all the way back to 2004. If you do not have need of the daily functions in QuickBooks I can host the file for you.

General Questions

Is my business too small?


I am focused on small and home-based businesses, the self-employed and entrepreneurs. I am here to help whether you need two hours of bookkeeping a year, or ten hours each week.

I'm not located in Central California, can you still help me?

Yes, of course! I offer completely remote services for both local and long-distance clients. Utilizing the most secure and modern project communication tools and remote access services, I ensure all my client’s projects are up to date no matter where in the world they might be.

Can you help me do my bookkeeping myself?

Yes, I offer bookkeeping and QuickBooks training so that you can perform bookkeeping functions for your business or personal finances yourself. I provide customized training packages so you can spend as little or as much time as you have to invest, and let me do the rest.

Why should I hire a bookkeeper?

There are many good reasons to hire a bookkeeper. Bookkeepers take all of your sales, expense receipts, and other financial paperwork, analyze the data, and condense it down to just a few short reports. These reports will help you monitor your business’s progress and growth, show real profits, and can aid you in planning the future of your small business.

I manage your finances so you can focus on what you do best.

Why hire a bookkeeper instead of a CPA (Certified Public Accountant)?

There are many good reasons to hire a bookkeeper instead of a CPA.

CPA’s are great for getting taxes done, but most charge $100 an hour or more and specialize in tax-centralized knowledge. They do not hone in on the day-to-day details of your business. I offer bookkeeping services at a fraction of the cost, and since I specialize in QuickBooks record keeping year-round, I am an expert in what I do.

I do encourage all of my clients to work with a CPA or EA (Enrolled Agent) to have their taxes properly prepared each year. Lux Bookkeeping works closely with many of our current clients CPA’s to ensure easy transfer of information at the end of the year for pain free, timely, and accurate tax preparation.

Why should I outsource my bookkeeping?

The number one reason I find that business owners decide to get outside help is simply a lack of time. The second most common reason is a lack of resources or knowledge to confidently get the work done correctly. That’s were Lux Bookkeeping comes in – my top priority is to understand your bookkeeping needs from the inside out and work with you to create a new system that is easy and efficient, so you never have to worry about your bookkeeping again.

I'm not sure if I want to hire an individual bookkeeper or a firm?

Let me be honest – there are positives and negatives to each choice, but I feel an individual bookkeeper is the best option for small business owners, and here’s why:

  • You will receive highly attentive and personalized service – I get to know you and your business
  • You will not get “shuffled” around to different bookkeepers – I will always personally handle your work and your calls
  • You will receive detailed invoices with no hidden costs
  • Same hours as any firm or CPA office, at a much lower cost

Do you outsource bookkeeping offshore?

No, I personally complete all work myself.

Why should I use QuickBooks?

QuickBooks from Intuit is the #1 small business financial software – nearly 70% of users say QuickBooks helps their business to be more profitable.

QuickBooks can be easy to use, accurate, and a powerful reporting tool for record keeping. This popular software can help you to save time and money by getting you organized today. I can help your business get set up and started in a matter of hours.

Working with Lux Bookkeeping

What are your hours?

Feel free to contact me 24 hours a day, 7 days a week by emailing, leaving a message, or through your project management portal.

Check here for normal office hours.

How much experience do you have? Do you have references?

I have been using QuickBooks since 2001 and started Lux Bookkeeping in 2006 – that’s ten plus years of using the online and desktop version on a daily basis. If QuickBooks can do it, I can make it work.

I also have excellent references, available upon request after completion of a complimentary consultation. Because I strive to offer great customer service, many of my clients have been with me since the beginning. You can also review my skills and endorsements on my LinkedIn profile.

Can I trust you with my financial data and other sensitive information?

Yes, I take my responsibility to keep your data safe at all times seriously; So seriously that I have had zero issues since I started in 2006.

I pledge that all client information I receive is treated with confidentiality and the utmost respect. Physical records that are taken off of client’s premises are stored securely in a locked metal filing cabinet unless currently being worked on, or until returned. All electronic records are on secure servers with high security passwords and firewall protection.

What is your process?

My detailed and effective process will help you get your business or personal finances organized:

  1. De-clutter your work area
    • Free up your workspace once and for all so that you can find peace of mind, and your red stapler!
    • Make space to have everything in its place
  2. Sort, organize, and file your paperwork
    • Shred unneeded paperwork
    • Create and maintain a filing system customized to your needs
    • Custom document and form creation
  3. Set up or clean up your QuickBooks file and chart of accounts
  4. Full-charge bookkeeping: Find and record your transactions, receipts, bills, and other financial data
  5. Reconcile each account to ensure accurate information
  6. Accounts Receivable and Accounts Payable
    • Customized invoices, estimates, purchase orders and statements
    • Bill paying and check writing/printing
    • Create an inventory system, including customized purchase orders
    • Collections process development and maintenance
    • Email integration
  7. Budget creation and cash flow management
  8. Financial statements and customized reports
    • Learn to read financial statements, such as a Profit and Loss and a Balance Sheet report
    • Understand where your money goes and where it comes from, and how to maximize each
    • Gain knowledge to make informed business decisions
  9. Guide your business towards profit and success

How do I get my documentation to you? Do you require that I scan or mail paperwork?

The simple answer is however is convenient for you! I will work with you to come up with the best system for your needs. I am open to using your current system, and also currently utilize Google Drive, Dropbox, Trello, and more.

How do I get started?

Call today to set up a free consultation at (858) 367-3050 to discuss your unique business situation and financial needs. Once I have collected information about how you work, where your business is at, and where you would like it to go, I can create an estimate for your specific needs.

If during your initial consultation an accurate estimate cannot be created due to lack of information, I will help you create a detailed action plan to gather the needed information.

If you approve of your estimate, the next steps include:

    • Review and sign a simple and straight forward, one-page contract
    • Gather your financial source data, such as banking statements, invoices, and receipts
    • Sit back and let me work for you!

Learn more about my services.

Do you offer a free consultation?

Yes, take advantage of a free consultation, offered to all new and returning clients.

During this initial consultation you can expect a thorough examination of your current financial situation and a complete records assessment, including a review of your current QuickBooks file (if you have one). I will ask questions to identify your current challenges so I can offer solutions to help get you where you want to be.

Call today to set up a free initial consultation and find out all Lux Bookkeeping can do for you and your small business.

Bookkeeping & Tax Questions

What is bookkeeping, and how is it different from accounting?

Bookkeeping is the data entry part of accounting, and, so it is a piece of the accounting puzzle. It is the record keeping of daily business transactions, such as paying bills, invoicing customers, receiving payments, and reconciling accounts.

Do you help with more than just bookkeeping?

Yes! I can assist you with budgeting, cash flow management, financial statements, customized reports and forms, business planning, sales tax, administrative services, and even graphic design!

Learn more about my services.

How long will it take to complete my bookkeeping?

Most projects are completed within 3-5 business days, or one week. Complicated and more intensive projects may take longer.

Do you offer catch-up bookkeeping?

Yes, tax catch-up bookkeeping is one of my most popular services!

Many small businesses come to me months, or even years, behind in their bookkeeping and financial data and tax returns. Lux Bookkeeping can take the stress off by gathering all of your documents and organizing your financial data into an orderly system in a matter of days, getting you ready for tax preparation in about a week. Never put off filing your taxes or file an extension again, let me help today.

Do you prepare tax returns?

No, I do tax pre-preparation helping ease the burden of year-end tax return preparation.

I strongly encourage all of my clients work with a CPA or EA (Enrolled Agent) to have their taxes properly prepared each year. Lux Bookkeeping works closely with many of our current clients CPA’s to ensure easy transfer of information at the end of the year for pain free, timely, and accurate tax preparation.

Do you work with my tax preparer, accountant, or CPA?

Yes, I am glad to.

In fact, I strongly encourage all of my clients to work with a CPA or EA (Enrolled Agent) to have their taxes properly prepared each year. Lux Bookkeeping works closely with many of our current clients CPA’s to ensure easy transfer of information at the end of the year for pain free, timely, and accurate tax preparation.

How do I keep my QuickBooks file secure?

There are many precautions you can take to keep your QuickBooks file secure. Here are some tips and tricks:

      • Only allow personnel access to your QuickBooks file if needed
      • Set up an administrator user and password for your file
      • Ensure all personnel have an individual QuickBooks user and password
      • Ensure that your administration password and personnel passwords are secure. The best passwords include numbers, punctuation and mixed case. This type of password is exponentially harder to discover than a simple phrase or word. Memorize your password and do not store it in an obvious location, if at all. Here is a great article on how to choose a secure password from wikiHow.
      • Do not allow bookkeepers and financial personnel to sign checks or have direct access to bank accounts; keep these types of tasks separate
      • Back-up your financial data regularly, preferably not on your local hard drive
      • Keep your file in one place, and do not move it from computer to computer if possible
      • Setup a firewall to secure your Internet connection

Will I receive reports and financial statements?

Yes! I believe there is a wealth of information to be found in QuickBooks reporting and financial statements. Together we will customize and tailor your reports to fit your unique business needs.

Do you support PayPal and eBay sellers?

Yes, I have helped many sellers on PayPal and eBay start tracking their online business and organize their sales, including sales tax. I treat PayPal as a regular bank account, tracking all expenses, sales and other transaction just as you would in a normal checking account, including monthly reconciliations.