Question 1

How far behind can my books be before it is too late?

Accepted Answer

It is almost never too late. Whether you are a few months or a few years behind, we can reconstruct your books from bank statements, credit card records, and whatever documentation exists. The further behind you are, the more cleanup work is involved, but we have helped clients recover from significant backlogs. The best time to start is now, before the gap grows larger.

Question 2

What bookkeeping software do you use?

Accepted Answer

We work primarily with QuickBooks Online, the most widely supported platform for small businesses, and we can work with other cloud bookkeeping tools depending on your setup. If you do not yet have bookkeeping software, we help you choose and set up the right system for your business. The goal is a clean, maintainable system you and your team can rely on.

Question 3

How does pricing work?

Accepted Answer

Pricing depends on the service, the condition of your books, and the complexity of your business. Cleanup and catch-up work is typically scoped as a project after we understand what is involved. Monthly bookkeeping and fractional CFO services are offered at a predictable monthly rate. We discuss pricing openly on the Financial Clarity Call so you know what to expect before committing.

Question 4

What happens on the Financial Clarity Call?

Accepted Answer

The Financial Clarity Call is a free, 30-minute conversation with Christina, our founder. We talk through where your finances are today, what is causing friction, and what you want to achieve. You leave with a clear sense of whether our services are a fit and, if they are, what next steps would look like. There is no pressure and no obligation.

Question 5

How long does a cleanup take?

Accepted Answer

Timeline depends on how far behind you are, how organized your records are, and the complexity of your accounts. A straightforward cleanup of a few months may take a couple of weeks, while reconstructing multiple years can take longer. After the Financial Clarity Call we give you a realistic estimate so you know what to expect.

Question 6

Do you file my taxes?

Accepted Answer

No. Namaste Financial Management provides bookkeeping, financial organization, and advisory support; we do not provide tax preparation, tax advice, legal advice, or investment advice. We do, however, keep your books clean and organized so your CPA or tax preparer can file accurately and efficiently, and we coordinate with them on your behalf.

Question 7

How is personal financial organization different from your business services?

Accepted Answer

Personal financial organization is for individuals and families, not businesses. It covers household bookkeeping, bill-pay coordination, spending visibility, and personal financial reporting. Our business services—bookkeeping, cleanup, and fractional CFO—focus on your company's financials. Some clients use both; the personal service exists for people whose financial life has outgrown simple tracking.