Information

We pride ourselves on our adaptability and commitment to excellence in every aspect of our service. Explore what we have to offer and how we can contribute to your success.

Frequently asked questions

It all began with a simple idea, driven by deep passion. As a small business, I pride myself on personal attention and dedication to every detail. My approach is rooted in quality and integrity, ensuring that everything I do reflects my commitment to excellence.

Do you file business tax returns?

We specialize in day-to-day bookkeeping and year-end package preparation. We compile and organize all data so your CPA or tax preparer can file quickly and accurately.

How often will I receive financial reports?

Standard clients receive comprehensive financial reports monthly, including income statements, balance sheets, and key cash flow insights.

How do we get started?

Book an evaluation for $195. We'll talk through where your books stand and what it would take to get them on track, with no pressure and no obligation. Call/text 616-322-8089. You can also email: sarahwillard@pulseledgersolutions.net.

What types of businesses do you work with?

I specialize in working with independent health professionals and healthcare practices, such as therapists and counselors, chiropractors, physical and occupational therapists, dental and vision practices, and nurse practitioner-owned clinics. My healthcare background as an RN with a BSN helps me understand how these practices operate and where their finances tend to get stretched.

I also work with other small businesses and self-employed professionals who need dependable bookkeeping. Whether a business is just getting started or has been running for years, I provide ongoing monthly bookkeeping and bookkeeping clean-up for books that have fallen behind.

How does remote bookkeeping work?

Everything is done online. You give me secure, view-only access to your bank accounts and accounting software, and you share receipts and documents through a protected client portal. Each month I categorize transactions, reconcile accounts, and send clear financial reports. We stay in touch by phone, email, or video.

Can you help clean up past messy records?

Yes. I offer catch-up and cleanup bookkeeping services to bring prior months or years of transactions fully up to date and reconciled.

Do I need to share my passwords?

No. You invite me to your accounting software as an accountant user, which gives me the access I need to do the work without ever sharing your login. You decide what access I have, and you can change or remove it at any time. Your bank and credit card accounts connect to your accounting software, so I can work from your transactions without handling your banking passwords.

What do you do with patient information?

Bookkeeping doesn't require patient information. I ask clients to keep patient names and health details out of anything they share with me, for example, by redacting statements or deposit details. As an RN, I fully understand HIPAA, so I am extremely vigilant about patient information.

Do you replace my CPA?

No. I keep your books accurate and organized, and I hand clean records to your CPA at tax time. 

What software do you use?

QuickBooks is my specialty. I'm a Level 1 QuickBooks ProAdvisor and proficient in the platform, though I can work in whatever system you already use. If you don't have one yet, I'll help you choose and set up the right fit for your business.

Beyond the ordinary

This is where our journey begins. Get to know my business and what I do, and how I am committed to quality and great service. Join me as we grow and succeed together. I am glad you're here to be a part of our story.