Fluency Bookkeeping

Serves Henderson, NC

35244

Hired 1 time

1 employee

1 year in business

$75/hour

5.0

This pro accepts payments via Apple Pay, Check, Credit card, PayPal, Stripe, Venmo, and Zelle.

Next Service

Credentials

License

License Holder: Ethan Zieja
License Type: CPA – Certified Public Accountant (GA)
License number: #CPA041226
License verified on 3/23/2025
Valid through 12/31/2025
Verify license

Background Check

Ethan Zieja
Completed on 3/22/2025

Introduction

I have 7 years of combined education and accountancy experience while also holding a CPA license. The goal of my firm is simple. Provide high-quality trusted accounting and tax solutions to small businesses and individuals. My expertise is centered around QuickBooks Online, ensuring your financial records are accurate, organized, and insightful. I specialize in: QuickBooks Online Setup & Cleanup: Establishing a strong, clean foundation for your financial data. Ongoing Bookkeeping & Reconciliation: Meticulous tracking, categorization, and reconciliation of all bank, credit card, and loan accounts. Tax Preparation & Planning: Stress-free tax filing and proactive planning to ensure compliance and minimize liability. Payroll System Integration: Seamless integration of Gusto or ADP with QuickBooks Online. Accounts Management: Efficient handling of accounts receivable and payable. Strategic Financial Insights: Moving beyond basic bookkeeping to provide strategic analysis that informs crucial business decisions. I understand the challenges businesses face, and my goal is to simplify your financial management, allowing you to focus on what you do best. You’ll also benefit from secure access to a client portal for seamless collaboration and quick support whenever you need it. Whether you’re looking for ongoing support, a one-time cleanup, or strategic financial and tax guidance, I’m committed to delivering accurate, timely, and actionable financial solutions. Let’s discuss how I can help you achieve financial peace of mind and drive your business forward.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

What is your typical process for working with a new customer?

We'd like to hear about your accounting situation so we can customize a solution for you. After we discuss your situation we are usually able to price the engagement.

What education and/or training do you have that relates to your work?

I hold the highest licensure achievable for accountancy so you can be assured you are in good hands if you work with my firm.

How did you get started doing this type of work?

I started my career at a large public accounting firm called RSM, where I worked on tax returns for 100m+ companies. I transitioned into my practice because I am passionate about helping small business owners find a trusted accounting advisor.

What types of customers have you worked with?

Are you a small business owner who wants to be confident that all your deductions are accurately recorded for tax time? Does the thought of handling your own bookkeeping lead to stress and unexpected correction bills from your Tax CPA? Are you unsure if your financial records are truly organized and insightful enough to drive smart business decisions? Are you playing catch-up with months (or even years) of unrecorded bookkeeping? If you answered yes to any of those, you are the type of client we work with.

What advice would you give a customer looking to hire a provider in your area of work?

What are their qualifications and experience? (e.g., certifications, years in business, experience with similar businesses). Do they have references or testimonials I can review? What is their communication style and availability? (Do they respond promptly? Are they easy to understand?) What software do they use, and is it compatible with my current systems (if any)? How do they ensure the security and confidentiality of my financial data? What are their fees and what services are included? (Be clear on pricing structure – hourly, fixed, etc.). What is their process for onboarding new clients? How will they provide me with reports and updates?

What questions should customers think through before talking to professionals about their project?

What are my biggest bookkeeping pain points right now? (e.g., feeling disorganized, missing deductions, spending too much time on it, not understanding my financials). What specific tasks do I need help with? (e.g., data entry, reconciliations, payroll, generating reports, tax preparation support). How often do I need bookkeeping services? (e.g., daily, weekly, monthly, quarterly). What is my budget for bookkeeping services? (Having a realistic range in mind is crucial). What kind of financial reports do I need to see regularly to understand my business performance? (e.g., profit and loss, balance sheet, cash flow statement). How comfortable am I with technology and online communication? (This will influence the type of bookkeeper and software used). Do I need someone who understands my specific industry? (This can be beneficial but not always essential). What are my long-term business goals, and how can bookkeeping support them? How organized are my current financial records? (Being honest about this helps the bookkeeper understand the starting point). Do I need someone who can also help with tax preparation or just the day-to-day bookkeeping?