At Your Expert Office, we know that choosing the right support partner is a big decision.
Below you’ll find frequently asked questions about bookkeeping and administrative services, notary work, and what it’s like to work with Your Expert Office.
If you don’t see what you’re looking for, feel free to contact us here. We’re happy to help.
Why do you emphasize calm and clarity instead of speed?
We believe that lasting clarity comes from understanding, not rushing.
When things feel messy or overwhelming, moving faster often creates more confusion, not better results. Our approach is intentionally steady so we can take the time to understand your business, ask the right questions, and build support that actually fits.
Calm and clarity allow for better decisions, stronger systems, and work that feels sustainable, not reactive.
How do you approach working relationships with clients?
We see our work as a partnership, not a transaction. That means clear communication, mutual respect, and shared expectations from the start.
We do our best work when there’s trust on both sides and space to work thoughtfully, without urgency or pressure.
What if my business feels disorganized or behind?
That’s more common than you might think, and it’s nothing to be ashamed of.
Many clients come to us feeling unsure where to start. Our job is to meet you where you are, help you understand what matters most right now, and create a path forward without judgment or pressure.
Bookkeeping Support
Do you offer virtual bookkeeping services?
Yes. All of our bookkeeping support is fully remote, so we can serve clients across the country with convenience and care. Everything is handled securely online, including document sharing and reporting.
What bookkeeping software do you work with?
We primarily use QuickBooks Online (QBO) and Xero, two of the most trusted cloud-based bookkeeping platforms. If you’re already using one of these, great! We’re ready to jump in.
If you’re already using a different system, we’re happy to assess and see how we can best support you.
Can you help me clean up messy or outdated books?
Absolutely. Whether your books need organizing, catching up, or a total reset, we can get you back on track and give you a clearer picture of your finances.
There’s no judgment here, clarity can start at any point.
Do you offer monthly or quarterly reports?
Yes. We provide regular financial reports (based on your bookkeeping tier) so you can stay informed and make confident decisions. We’ll also walk you through what your numbers are telling you, no jargon required.
What do you need from me to get started?
We’ll guide you through a simple onboarding process. Typically, we’ll request access to your bookkeeping platform and any supporting documents needed to begin (such as bank or credit card statements). We’ll tell you exactly what’s needed based on your situation.
Administrative Services
What types of admin tasks do you handle?
We support small business owners with a wide range of admin tasks, including scheduling, inbox management, client onboarding, file organization, data entry, and more.
Support is always tailored to your business, rather than a fixed task list.
Can you support my business remotely?
Yes. All of our administrative support is provided virtually, using secure, user-friendly systems that keep you organized from anywhere.
Is your administrative support customizable based on my needs?
It is. We tailor our support to your business goals, comfort level, and workflow. Whether you need occasional help or ongoing support, we’ll build a plan that fits.
Do you offer one-time admin projects, or ongoing support?
Both. Some clients hire us for a specific project (like organizing files or improving a workflow). Others prefer ongoing support to reduce day-to-day overwhelm and keep things running smoothly.
What tools do you work in?
We work in the tools that best support your workflow. This may include Google Workspace, Microsoft 365, shared drives, project management tools, and secure document-sharing systems. If you already have systems in place, we’ll adapt to them whenever possible.
Notary Services
Do you provide mobile notary services?
Yes, we do. We come to you, whether that’s at your office, home, or another public location, to make the process simple and stress-free. All notary services are by appointment only.
Where are notary services available?
Notary services are available in Wisconsin. Service areas may vary based on scheduling and travel. Visit our Notary Services page for current coverage details.
What do I need to bring to a notary appointment?
You’ll need a valid, government-issued photo ID. You will also need the documents being notarized, unsigned unless the document specifically requires otherwise. If you’re unsure, we’ll guide you before your appointment.
Can you notarize documents that are already signed?
In many cases, documents must be signed in front of the notary. If your document is already signed, we’ll let you know what is possible based on the document type and notary requirements.
Working With Us
How do I get started with your services?
Start with a free 45-minute discovery call! We’ll learn about your business, identify what kind of support would be most helpful, and walk you through our next steps.
Do you offer free consultations?
Yes. We offer a no-pressure 45-minute discovery call to help you get clarity and see if we’re a good fit.
What happens during a discovery call?
We’ll talk through what feels unclear or overwhelming right now, what kind of support you’re looking for, and what would make your business feel more manageable. You’ll have space to ask questions, and we’ll help you understand what options make the most sense.
If we’re a good fit, we’ll outline next steps. If we’re not, we’ll still aim to point you in a helpful direction.
Do you provide quotes or estimates before a discovery call?
Not typically. We want to give accurate, thoughtful pricing based on what you actually need. The discovery call helps us understand your goals, the current state of your systems, and the level of support required.
Why don’t you list pricing on your website?
Support varies based on your business stage, what’s already in place, and the type of help you need. Rather than using one-size-fits-all pricing, we prefer to offer clear options after a short conversation so you can choose what fits.
What industries or types of businesses do you typically work with?
We work with a variety of service-based business owners, including coaches, consultants, creatives, and professionals. If your work is purpose-driven and you need backend support, we’d love to help.
Are your services ongoing or project-based?
Both. We offer one-time services, project-based work, and monthly retainers depending on what your business needs right now.
What time zone do you work in, and can you support businesses in other regions?
We operate on Central Standard Time (CST), but we work with clients all across the U.S. As long as you don’t require us to be available during your specific business hours, we’re happy to support you no matter where you’re located.
Please note: Notary services are only available in Wisconsin. Visit our Notary Services page for details on the areas we currently serve.
How do I contact you with questions?
The best way to start is by scheduling a discovery call. Once you’re a client, we’ll establish the communication method and cadence that fits your service agreement and keeps everything clear and organized.
Payments & Policies
How does billing work?
Billing depends on the type of support you’re receiving. We’ll clearly outline billing details in your service agreement so you always know what to expect.
When is payment due for ongoing services?
For ongoing support, retainers are billed monthly and are due by the 1st of the month for the upcoming month of service. This helps us plan capacity and provide consistent, reliable support.
How are project-based services billed?
Project-based work is billed in phases:
50% due before the project begins
25% due at the halfway point
The remaining balance due before final deliverables are provided
What payment methods do you accept?
Invoices are sent electronically, and payment details will be included with your invoice and service agreement.
What if I have questions about an invoice?
If something doesn’t look right or you need clarification, we’re always happy to walk through an invoice with you. Clear communication helps everything run more smoothly.
Do you require contracts or retainers?
Yes. We use a simple service agreement that outlines our scope of work, timeline, and policies. Retainers may apply for ongoing services to hold your spot on our calendar.
What is your cancellation or rescheduling policy?
We ask for 24 hours’ notice to cancel or reschedule an appointment. For ongoing services, we require 30 days’ written notice. We aim to be flexible, and we appreciate open communication.