FAQs

General

  • What does Cohensa do, exactly?

    We support small businesses behind the scenes with bookkeeping, operations, and people-related tasks. Think of us as your part-time back office partner.

  • Who is a typical client for you?

    Most of our clients are small but growing businesses that aren’t ready for full-time hires but still need reliable support with finance, systems, or HR.

  • What makes you different from a virtual assistant or freelancer?

    We’re more strategic and hands-on than a typical VA and more flexible than hiring an employee. We bring structure, systems, and proactive support, not just task completion.

  • Do you only work with businesses in certain industries?

    Not at all. We’ve supported clients in healthcare, creative agencies, trades, real estate, and more. As long as you need help getting organized and growing sustainably, we’re likely a good fit.

  • How do we get started?

    Reach out via our contact form or schedule discovery call. We'll learn more about your business and share how we can help.

  • Can you help with just one-off projects?

    Yes. While many of our clients work with us monthly, we also take on one-time projects like system setup, hiring help, or bookkeeping cleanup.

Financial Operations

  • What financial services do you offer?

    We offer full-service bookkeeping, reconciliations, journal entries, monthly reporting, account clean-up, and financial system setup. We also support bill pay (accounts payable), customer invoicing (accounts receivable), payroll administration, and sales tax filings, all tailored to your business needs.

  • Do you only work in QuickBooks?

    We primarily use QuickBooks Online, but we also have experience with Xero, Wave, and other industry-specific tools. We’re comfortable working with most major accounting software and can adapt to whatever system works best for your team.

  • Can you help if I’m way behind on my books?

    Absolutely! It’s one of the most common reasons clients reach out. We’ll get your books cleaned up, organized, and back on track so you can move forward with confidence.

  • Do you file taxes?

    We don’t file taxes directly, but we work closely with your CPA or tax preparer to make sure everything is accurate, organized, and ready for year-end. If you need help finding a great CPA, we’re happy to refer trusted partners.

  • Will you work with my existing bookkeeper or CPA?

    Definitely. We’re collaborative by nature and happy to partner with any existing professionals on your team to make sure everything runs smoothly.

  • How often will I hear from you?

    That depends on your service package and what your business needs. Some clients want regular updates and others prefer a lighter touch. Either way, we’ll work with you to set a cadence that makes sense and keeps you informed.

Business Operations

  • What kinds of tasks fall under ‘business operations’?

    We help with system setup, workflow design, task tracking, SOPs, inbox and calendar management, vendor coordination, and general process optimization.

  • Can you help set up my CRM or project management tools?

    Yes! We’ve helped clients implement and organize tools like ClickUp, Asana, HubSpot, Notion, and more.

  • Can you document my systems and create SOPs?

    Absolutely. We’ll work with you to map out your processes, create documentation, and make sure it’s easy to maintain as your team grows.

  • Do you offer customer support help too?

    Yes. If you need help managing your inbox, responding to clients, or improving response times, we can support that.

  • What if I don’t have any systems in place yet?

    That’s totally fine. We love building from scratch and helping you figure out what tools and workflows make sense for your business.

  • Is this service right for solopreneurs too?

    Definitely. A lot of solo business owners come to us when things start slipping through the cracks. We help bring order and ease so you can focus on the work you love.

People Operations

  • Can you help me hire my first employee or contractor?

    Yes! We often support clients through their first few hires. We handle job descriptions, sourcing, screening, and interview coordination.

  • Do you write job postings and help with outreach?

    We do. We can write compelling job descriptions, manage your job board postings, and reach out to candidates directly if needed.

  • What kinds of roles can you help recruit for?

    We’ve helped clients hire for admin, marketing, finance, and operational roles, both full-time and part-time. We’re not limited to one industry or type.

  • Can you help with onboarding new team members?

    Yes. We’ll set up onboarding checklists, help prepare documents and systems, and make sure your new hire is set up for success from day one.

  • Do you manage employee records or HR systems?

    We can help organize and manage your records in tools like Gusto, BambooHR, or even Google Drive. We focus on setting up lightweight but effective systems.

  • What if I don’t have an HR department?

    That’s exactly when we’re most helpful. We fill in the gaps and build the basics so you can confidently grow your team without needing a full-time HR person.