Frequently asked questions

Financial coaching is a personalized service that helps you understand your financial situation, set achievable goals, and develop a plan to reach them. Benefits include improved budgeting, debt reduction, and increased financial confidence.

Financial coaching focuses on day-to-day money management, budgeting, and goal setting, while financial advising typically involves investment strategies and retirement planning. At Laser Bookkeeping, our coaching does not include investment advice or tax preparation.

Our coaching sessions include:

• Goal Setting: Identifying what financial success looks like for you.

• Budgeting Strategies: Designing a budget you can stick to.

• Debt Elimination: Implementing methods to pay off debt faster.

• Financial Organization: Gaining clarity and control over your money.

Rob Herrmann is our Personal Financial Coach, who personally follows and teaches the Ramsey principles as part of our coaching program.

You can schedule a free consultation by visiting our website and clicking on the "Book My FREE Consultation" link or by contacting us at (765) 335-3601 or rob@laserbookkeeping.com.

Yes, we offer a limited-time launch special of 25% off your first paid coaching session.

Coaching sessions typically last between 60 minutes, depending on your goals and topics to explore. In the first session, our coach will get to know you and your financial background to tailor the guidance to your needs.

Bring any relevant financial documents, such as recent bank statements, debt information, and a list of financial goals or concerns. This information will help us understand your situation and provide personalized advice.

Yes, all coaching sessions are confidential. We prioritize your privacy and ensure that your financial information is securely handled.

The number of sessions varies based on individual needs and goals. Some clients may achieve their objectives in a few sessions, while others might benefit from ongoing support. We tailor our services to fit your unique situation.

At Laser Bookkeeping, we serve a wide range of clients from small businesses to freelancers, contractors, and sole proprietors. Our services are tailored to meet the unique needs of each client, regardless of their industry or business size.

Whether you're a startup or an established business, we have the expertise and experience to provide you with top-notch bookkeeping services that will help you save time, streamline your finances, and improve your bottom line.

Contact us today for a free consultation to learn more about how we can help you manage your finances and grow your business.

Laser Bookkeeping provides virtual bookkeeping services to small- to medium-sized businesses nationwide, including:​

• Capturing and classifying transactions for bank, credit card, and loan accounts​

• Performing payroll entry using QuickBooks Online Payroll​

• Creating monthly financial reports: Profit & Loss, Balance Sheet, and Statement of Cash Flows​

• Integrating connected apps to streamline business workflows​

• Assisting in budget creation​

• Preparing, filing, and sending 1099s to contractors at year-end​

• Completing monthly account reconciliations

In addition, Laser Bookkeeping is now offering Personal Financial Coaching to everyone, not just business owners. Click here to learn more about Personal Financial Coaching!

• Save over 120 hours annually, allowing you to focus on growing your business​

• Receive clear financial reports for informed decision-making​

• Access flexible services, including evening and weekend availability​

• Benefit from affordable, professional bookkeeping without the overhead of an in-house bookkeeper

Yes, we specialize in organizing, reconciling, and optimizing your finances, ensuring you operate with clarity and confidence.

By managing your bookkeeping tasks, we free up your time, allowing you to focus on new opportunities, smarter sales strategies, and long-term success.

You can schedule a free initial consultation by visiting our website and clicking on the "Book My FREE Consultation" button.

Alternatively, you can contact us:

• Via phone at (765) 335-3601

• Or email at rob@laserbookkeeping.com

We do not have a physical office location at this time and are serving customers remotely working from our home.

Our Mailing Address:

209 N Park St

Lebanon, IN 46052

No, Laser Bookkeeping only provides bookkeeping services and does not prepare taxes. However, we can work closely with your tax preparer to ensure that all financial records are accurate and up-to-date for tax purposes.

Yes, at this time Laser Bookkeeping only works with QuickBooks Online. We believe that QuickBooks Online provides the best platform for efficient and accurate bookkeeping services.

Our team is highly trained and experienced in using QuickBooks Online to provide our clients with the highest level of service. If you have any questions or concerns about QuickBooks Online, please don't hesitate to contact us. We're here to help.

As a client of Laser Bookkeeping, you will need to provide us with access to your financial records, such as bank statements, credit card statements, loan statements, invoices, and receipts.

These documents can be uploaded into the secure online portal that will be created for you when you become a client, uploaded to QuickBooks Online, or by manually sending us the documents via email.

It's important that you keep accurate records of all your financial transactions each month, so we can keep your books up to date. We will take care of the rest, including reconciling your accounts, categorizing transactions, and generating financial reports at the end of each month.

We'll also be available to answer any questions you have throughout the month.

We regularly post updates on our blog and send out newsletters to keep our clients informed about relevant bookkeeping practices and industry news.​

For more information or to schedule your free consultation, please visit our website or contact us directly.