Frequently Asked Questions

Common questions, honest answers.

If you don't see your question here, just ask on the discovery call โ€” I'll give you a straight answer.

๐Ÿ’ฐ Pricing & Engagement

How much does bookkeeping cost?

Monthly bookkeeping is priced by transaction volume:

  • $350/mo โ€” Starter (under 75 transactions/month)
  • $600/mo โ€” Standard (75-150 transactions/month)
  • $900/mo โ€” Growth (150-300 transactions/month)
  • $1,200+/mo โ€” Custom (300+ transactions, multi-entity, complex industries)

Catch-up bookkeeping (for businesses behind on books) runs $250-750 per month of cleanup needed, depending on complexity.

What is the Quick Win package?

$497 flat. One specific workflow automation built, tested, and deployed in your business within 5 business days.

You pick the problem โ€” common examples: automated weekly P&L report, invoice follow-up sequence, new lead notification, job cost summary, low inventory alert.

Includes the build, testing in your environment, a plain-English doc explaining how it works, and 7 days of post-delivery support.

Designed as a low-commitment way to see if working together makes sense before committing to a larger engagement.

How do project-based engagements get priced?

Three factors determine the price:

  1. Number of workflows to build or document
  2. Complexity of your current tool stack (more integrations = more work)
  3. Number of stakeholders involved (more interviews + more training)

Systems Audit: $1,500-2,500. Build & Deploy: $3,500-7,500. You get an exact quote within 48 hours of the discovery call.

Do you require contracts or lock-in?

No long-term contracts. Here's how it actually works:

  • Monthly bookkeeping: Month-to-month, cancellable with 30 days notice
  • Project work: Milestone-based, 50% at kickoff, 50% at delivery
  • Ops Partner retainer: Monthly, 30-day cancellation
  • Founding clients: Locked-in founding rate as long as we work together, but you can leave anytime
How do I pay?

Invoice via QuickBooks. Pay by ACH, credit card, or check. Monthly bookkeeping is billed on the 1st. Project work is billed at milestones (50% kickoff, 50% delivery).

โš™๏ธ Process & Technical

What software do you use?

Bookkeeping: QuickBooks Online exclusively. Intuit-certified. I'll work in your existing file structure rather than imposing mine.

Automation: Make.com (most common for small business), Zapier (simpler use cases), n8n (when self-hosting matters), Google Sheets + Apps Script, Python for complex builds. I recommend the cheapest tool that solves your problem.

Communication: Email primarily, Slack/Loom for active engagements. Cal.com for scheduling.

Do I need technical skills to use what you build?

No. Every automation is handed off with:

  • A plain-English doc explaining what it does and how to use it
  • A short Loom video walkthrough
  • Training for whoever on your team will use it
  • Documentation that survives turnover

If you can use email, you can use what I build for you.

How fast can you start?
  • Quick Win: Usually within 1 week of signed scope
  • Monthly bookkeeping: Starts the 1st of the next month after onboarding
  • Systems Audit: Within 2 weeks of signed scope (the audit itself runs 1-2 weeks)
  • Build & Deploy: Within 2 weeks of signed scope, runs 4-8 weeks

Catch-up bookkeeping for behind-on-books situations can usually start within a few days because the engagement structure is simpler.

What happens after the project is done?

You own the work. I deliver everything with documentation so your team can maintain it without me.

If you want ongoing support, the Ops Partner retainer ($800-1,800/mo) handles monitoring, iteration, and Q&A. But it's optional โ€” no retainer required for completed projects.

You can also come back later for follow-up engagements (additional automations, larger builds) at any time.

๐Ÿ“ Location & Working Together

Do you work outside of Indianapolis?

Yes. While I'm based in Indianapolis and prioritize local clients (you can meet in person, attend events together, etc.), most engagements are fully remote. I serve small businesses across the US.

For Indianapolis-area clients, in-person meetings are available on request. For everyone else, it's Zoom + Loom + email.

How responsive are you?

Same business day, always. If I'm going to be unavailable, I tell you in advance.

For active engagements (monthly bookkeeping, ongoing projects), expect responses within 4-6 hours during business hours and end-of-day on slower questions.

Do you work nights or weekends?

Standard hours are weekday business hours (9am-6pm Eastern). For urgent issues during active builds, I'm flexible. For ongoing bookkeeping, the cadence is monthly so there's rarely true urgency.

If you specifically need someone available nights or weekends, I'm not the right fit.

๐ŸŽ“ Credentials & Trust

What's your background?

Four years of operations experience at a fast-growing national company, managing $12M+ in procurement and $300M+ in revenue collection operations. Google Project Management certified. BS in Business Administration. Intuit-certified bookkeeper. Independently built 6 custom AI agents.

More detail on the About page.

Are you a CPA?

No โ€” I'm a bookkeeper, not a CPA. I don't do tax returns. I do the monthly bookkeeping that makes your CPA's life easier come tax time.

If you don't have a CPA, I can introduce you to several Indianapolis CPAs I work with on the referral side.

Can I get references or see case studies?

Brookshear Operations is brand new โ€” I don't have a long list of client references yet. Case studies are being built as engagements complete.

What I can do: walk you through an interactive demo of what I'd build (see the live demo), share my background managing operations at scale, and offer founding client rates if you want to be one of the first case studies.

If that's not enough, totally understand โ€” and I'd rather you find the right fit than pretend I'm further along than I am.

Is my data safe?

Yes. I work in your QBO file directly โ€” your data stays in your system. For automation builds, I use your own accounts and credentials (Zapier, Make.com, Google) so the workflows live in your environment.

I never download or store your financial data outside of the systems you control.

Still Have Questions?

Just ask on the call.

Free 20-min discovery call. I'll answer anything specific to your situation. No pitch, no obligation.