Union Station in Kansas City with Skyline

Frequently asked questions

Here’s everything you need to know about working with Dunham Bookkeeping Services—whether you're a local Merriam business owner, a nonprofit leader, or a virtual client across the U.S.

  • Each month, I categorize all business income and expenses. I also include Accounts Receivable (A/R) and Accounts Payable (A/P) at no extra cost.
    You’ll receive monthly Profit & Loss and Balance Sheet reports to guide business decisions and support tax or financing needs.
    Unlimited email and text support is included.

  • Monthly income and expense tracking is included in all packages. Optional add-ons are available for an additional fee and include:
    – Payroll processing
    – Sales tax filing
    – Job/class-level reporting
    – Tax preparation
    – Strategy sessions or consulting

  • We’ll talk through your full needs during a 30-minute consultation and provide a custom quote for anything outside the standard bookkeeping package.

  • You’ll receive an onboarding form by email, then we’ll schedule your onboarding meeting to get everything set up.

  • I request:
    – Accountant access to your QuickBooks Online file

    If you don’t have QuickBooks, I can help you get started with a discounted subscription.

  • Yes. All bookkeeping packages require QuickBooks Online (Simple Start, Essentials, Plus, or Advanced).
    I do not support the Self-Employed or Solo-Preneur versions.

    New clients receive a discount, which can vary. I will help you get set up. I recommend starting with Essentials or Plus.

  • It’s easier than you might think! Everything is done online, securely and conveniently.
    You’ll receive a private client portal to upload documents, a personalized checklist, and regular communication through email or text.
    No in-person meetings needed, unless you’re local and want to grab coffee!

  • I'm based in Merriam, Kansas and work with clients locally and across the U.S.
    Whether you're a small business down the street or a nonprofit across the country, we can work together seamlessly using secure tools and virtual systems.

  • I respond within 24 hours (excluding weekends and holidays). If I need more time, I’ll confirm your message was received and is in the queue.

  • Yes. All clients sign a service agreement before services begin. Billing is month-to-month. A 30-day cancellation notice is required. Partial month refunds are not available.

  • No. All work is handled in-house. I personally complete and oversee every account so you always know exactly who is managing your books. Spoiler alert: it’s me.

  • If your question wasn’t answered here, I’d love to chat!
    Schedule a free consultation and I’ll help you figure out if we’re a good fit.