Frequently Asked Questions

What does AOE Bookkeeping specialize in?

AOE Bookkeeping delivers tailored bookkeeping and financial management services for small and medium-sized businesses. We offer general bookkeeping, back-office processing (AP/AR, payroll), CFO, controllership, client advisory, and even LLC formation guidance. Our goal? Simplify your finances so you can invest your time and energy into growing your business.

What are your core service areas?
  • General Bookkeeping: Accurate debits/credits, transaction classification, reconciliations, and regular reporting.
  • Back-Office Processing: Streamlined accounts payable, accounts receivable, payroll, and process flow reviews.
  • CFO/ Controllership & Advisory: Financial analysis, system design, SOP creation, and data-driven advice—with cash flow projections coming soon.
Can you help me form an LLC?

Absolutely! We offer both a budget-friendly DIY LLC formation guide ($19.97) and a Done-For-You service ($75). These include step-by-step instructions, guidance on naming and compliance, and support for filing documents.

How does your referral program work?

We reward both existing clients and new referrals:

  • Existing Clients: $50 Visa gift card for each of your first four referred clients (who use services for at least three months), then $100 for each referral beyond that.
  • New Clients: Enjoy a 5–10% discount on your first three months of service.
     Referral incentives are provided after the referred client completes three months of services.
Who’s behind AOE Bookkeeping?

Founded by Jonna Davis, AOE Bookkeeping is backed by over 20 years of accounting experience across retail, non-profit, service, and government sectors. Jonna holds an Associate degree in Accounting (Boise State University), a Bachelor’s (Central Washington University), and an MPA (Colorado State University). 

How do I get started?

Simply Book a Call or Schedule a Free Consultation via our website or Calendly. We’ll assess your needs and tailor a solution that aligns with your business goals. www.aoebookkeeping.com

What kinds of businesses do you serve?

We partner with small- to medium-sized businesses—including nonprofits—to manage daily financial tasks and advise strategically on long-term growth. 

Why choose AOE over another bookkeeping option?
  • We save you both time and money with efficient, accurate bookkeeping systems.
  • We deliver strategic insight—not just numbers—so you can make informed decisions and focus on scaling your business.
What’s the difference between bookkeeping and accounting?

Bookkeeping is the process of recording, organizing, and maintaining financial transactions—like sales, purchases, payments, and receipts. Accounting takes that information a step further, interpreting the data to provide insights, analysis, and financial strategy. In short: bookkeeping builds the foundation; accounting builds on it.

How secure is remote bookkeeping?

Your security and confidentiality are our top priorities. We use encrypted platforms, secure file-sharing tools, and two-factor authentication wherever possible. Sensitive information is handled with strict protocols to ensure your data is always protected.

How often will I receive reports and reconciliations?

That depends on your business needs. Most clients prefer monthly reconciliations and reports, but we can also provide weekly or quarterly updates depending on transaction volume and your preferences. Our goal is to keep you informed and confident in your numbers at all times.

Can you manage payroll or sales tax?

Yes! We can process payroll, ensure compliance with federal/state requirements, and handle sales tax filings. We’ll make sure everything is accurate and submitted on time so you can avoid costly penalties and keep your team paid smoothly.