Frequently Asked Questions

Handbook supports small businesses, agencies, service providers, and leaders who want clearer operations or reliable bookkeeping. Services adjust to each organization’s structure and pace.

Fractional Operations Partner is best for ongoing operational involvement.

Operations Support fits project-based needs such as setup or workflow organization.

Bookkeeping Services provide monthly financial structure.

A consultation call can help clarify the right level of support.

Yes. Services support clients in multiple locations and time zones. Bookkeeping follows U.S. accounting standards.

No. Handbook provides bookkeeping support only.

All tax preparation, filings, audits, and financial advisory remain the responsibility of an Accountant or CPA.

Handbook primarily supports clients inside QuickBooks Online and Google Workspace, which serve as the core systems for bookkeeping, documentation, and internal organization. Handbook is a Certified QuickBooks ProAdvisor, offering knowledgeable support for monthly records, system setup, and cleanup work.

Additional systems are also supported, including Asana, Notion, Zoom, Xero, HoneyBook, Stripe, and other tools used for operational workflows or client management. The goal is to work inside the systems your business already relies on while maintaining a clear and organized structure.

Onboarding begins with a review of current systems, workflows, and financial records. This includes a look at how tasks move, how tools are used, and where structure is missing. Priorities are confirmed, communication preferences are outlined, and access to systems is gathered.

For bookkeeping clients, onboarding may include initial cleanup, category mapping, and a review of past months to establish a clean starting point. For operations clients, onboarding may include a review of existing processes, files, and workflows to identify gaps and define the scope of work.

Yes. Operations Support covers project-based work such as system setup, cleanup, and workflow organization. Bookkeeping Cleanup is included within Bookkeeping Services.

Transactions are categorized. Accounts are reconciled. Reports are organized and maintained. Financial records stay accurate and ready for use by an Accountant or CPA.

Yes. Invoicing and payroll support are available as separate services. These help maintain steady billing routines and accurate pay cycles.

Yes. Many clients receive support across both areas. The combination is defined during the consultation call based on needs and priorities.

Yes. Many clients receive support across both areas. The combination is defined during the consultation call based on needs and priorities.

Pricing depends on the level of involvement, scope of work, and systems in place. Options are shared after reviewing business needs during the consultation call.

A consultation call can be booked through the website, or inquiries can be sent through the contact form.