Frequently Asked Questions
At Sunrise Finance & Consulting, I specialize in providing tailored financial solutions for small businesses and individuals. From accounting and bookkeeping to expert individual tax preparation, my services are designed to simplify your financial management.
Got Questions? We’ve Got Answers
At Sunrise Finance & Consulting, I specialize in providing tailored financial solutions for small businesses and individuals. From accounting and bookkeeping to expert individual tax preparation, my services are designed to simplify your financial management. Below are answers to common questions about services, pricing, communication, and what to expect.
🧾 Services & Offerings
Q: What types of businesses do you work with?
A: I specialize in working with small businesses, solopreneurs, and startups — including LLCs, S Corps, and sole proprietors. If you're running lean but want real financial clarity, you're in the right place.
Q: Do you offer both ongoing and one-time services?
A: Yes. I offer monthly bookkeeping and strategy support, or one-time help for things like tax filing, system setup, or QuickBooks cleanup.
Q: Can you help with individual tax returns too?
A: Absolutely. I’ve been preparing individual taxes for over 10 years, including returns with investment income, side businesses, rental properties, and more.
💸 Pricing & Engagement
Q: How much do services cost?
A: Pricing is based on the size and complexity of the engagement. I’ll provide a custom quote after a free consultation so you only pay for what you need.
Q: Do you offer packages or retainers?
A: For ongoing clients, I offer flat monthly packages that include bookkeeping, monthly reports, and check-ins. Additional services like tax filing are billed separately.
Q: Is there a contract or long-term commitment?
A: No long-term contract is required. You can pause or stop services with 30 days’ notice.
🔐 Tools & Communication
Q: How do I share my financial data with you?
A: I use secure Google Drive folders to exchange documents. Everything is encrypted and organized for peace of mind.
Q: What accounting software do you use?
A: I use QuickBooks Online for most business clients. I also work with Excel-based systems when needed.
Q: How do we meet or communicate?
A: I offer virtual meetings via Microsoft Teams and communicate via email, phone, or text — whatever works best for you.
🟨 Getting Started
Q: What’s the first step to working with you?
A: Just reach out! I offer a free consultation to understand your needs and recommend the right next steps.
Q: What’s your turnaround time for taxes or setup work?
A: Turnaround time depends on the complexity, but I aim to be responsive, clear, and never leave you guessing.
Q: Can you work with clients outside of Minnesota?
A: Yes — while I'm based in Orono, MN, I support clients across the U.S. virtually.
👋 Still have questions?
Call or text 952-412-9672, or contact me here