Frequently Asked Questions
Because Clarity is Kind
We know choosing a financial and operations partner is a big decision. Whether you’re new to outsourcing your back office or just need help finding the right fit, this page is here to answer your most common questions — about how we work, what we offer, and what you can expect from partnering with SmallBizMaven.
If you don’t see your question below, just reach out — we’re always happy to talk.
Connect with SmallBizMaven!
What types of businesses do you work with?
We specialize in service-based businesses — from solo professionals to growing teams. Our sweet spot includes consultants, coaches, attorneys, therapists, creatives, wellness providers, and small contractors. We also love working with women-owned, purpose-driven, and family-run businesses.
What services do you offer?
- Full-Charge Bookkeeping
- Accounting Controller Services
- Payroll & HR Support
- Business Advisory
Cloud-Based System Setup & Optimization
We also assist with cleanups, SOP development, and employee handbooks
Are you a CPA firm?
No. We don’t file taxes, but we prepare accurate books and work closely with your CPA or tax preparer to make filing simple and stress-free.
Can I hire you just for bookkeeping?
Yes! We offer standalone bookkeeping services and can layer on additional support if and when you’re ready.
What’s the difference between bookkeeping and controller services?
Bookkeeping focuses on recording transactions and reconciling accounts. Controller services provide strategic oversight — like budgeting, reporting insights, and financial systems guidance — ideal for businesses in growth mode.
Do you offer one-time consulting sessions?
Absolutely. Our one-time or project-based sessions are perfect for business owners looking for clarity on pricing, systems, or operations.
What accounting systems do you use?
Our go-to tools include QuickBooks, NetSuite, SOP software, and other cloud-based solutions tailored to your business needs.
Can you help me migrate from QuickBooks Desktop?
Yes! We’ll handle the migration, optimize your setup in QuickBooks Online, and provide any training you need.
What if my books are a mess?
No judgment here. We specialize in cleanups — whether you’re behind a few months or a few years. We’ll get you caught up and create a system to stay on track.
Do you only work with Bay Area businesses?
We love supporting local clients in Oakland, Walnut Creek, San Rafael, and the Bay Area — but we also serve businesses across California and nationwide using cloud-based tools and virtual meetings.
How do I get started?
Book a free discovery call! We’ll chat about your business and goals, and if we’re a fit, we’ll create a plan to move forward.
What makes SmallBizMaven different?
We offer both operational and financial support — helping you build structure, not just track expenses. We’re experienced, collaborative, and focused on giving you clarity, not just compliance.
Still Have Questions?
Let’s chat. We’re happy to answer anything else and help you figure out what kind of support makes the most sense for your business.
📍 Oakland, CA – Serving the Bay Area & Beyond
→ Schedule your free discovery call today.
