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Sofia Bookkeeping

FAQ

Questions,

gently answered.

A few of the things clients often ask. If your question isn’t here, simply send an email.

01

Getting started

Book a short consultation. We’ll talk through your business, your current records and what kind of support would help most.

Usually access to your bank and card statements, your bookkeeping software (if you have one) and any receipts or invoices. A simple checklist is shared during onboarding.

Describe where and how you work — for example, remotely with clients across your region.

02

Working together

Mostly by email, with scheduled calls when helpful. Adjust this to reflect your own process.

Yes — clarity is the point. Monthly summaries are written in plain language, and questions are always welcome.

Explain how you store and protect client information, and which tools you use.

03

Practical details

Pricing depends on the size and complexity of your business. Quotes are shared after a consultation.

Of course. As your business changes, your support can change with it.

Explain the scope of your services and whether you work alongside accountants or tax professionals.

Questions about your books?

Still wondering?

We’re always happy to talk it through.