FREQUENTLY ASKED QUESTIONS
What is personal bookkeeping?
Personal bookkeeping brings business-style financial organization to your household.
We help organize income and spending, reconcile accounts, track recurring expenses, and turn the numbers into a clear monthly financial picture.
Who is NabbitIt™ for?
NabbitIt™ is for people who want more visibility, control, and confidence in their household finances.
Businesses do this every month for a reason. When you understand what’s coming in, what’s going out, what you own, and what you owe, you can make better decisions with the full picture in front of you.
Think of it like running your household finances the way the CEO of a Fortune 500 company understands the business.
Your life may not be a corporation, but your money still deserves that level of clarity.
What does a Nabbit actually do?
Your Nabbit does the monthly financial organizing for you.
Your Nabbit reviews and organizes household transactions, categorizes spending, reconciles accounts, watches for recurring expenses, and prepares your monthly financial summary.
They also help explain what changed, what stands out, and what your overall financial picture looks like.
What is the “Where Did My Money Go?” report?
It is your monthly household financial summary.
It shows your income, spending, cash flow, major spending categories, trends, recurring expenses, and other useful observations in a simple visual format.
What is the difference between Personal and Professional Bookkeeping?
Personal Bookkeeping focuses on your household income, spending, and monthly cash flow.
Professional Bookkeeping adds a broader view of your financial position, including assets, liabilities, and ongoing net worth tracking.
Why wouldn’t I just use a budgeting app?
You absolutely can use an app, just like you can clean your own house. The question is whether you want to spend your time doing it.
Most apps give you data and leave you to organize, review, reconcile, and interpret it yourself. A Nabbit does that work for you.
NabbitIt™ is also not just a snapshot of one checking account. We bring together the financial activity across your connected household accounts so you can see the bigger picture, including income, spending, recurring expenses, cash flow, and trends over time.
The difference is simple: an app gives you information. A Nabbit helps make sure the information is organized, accurate, and useful.
Do I have to follow a budget?
No. NabbitIt™ is about clarity, not judgment.
We show you what is happening with your money so you can decide what, if anything, you want to change.
Is NabbitIt™ financial planning or financial advice?
No. NabbitIt™ provides bookkeeping and financial organization.
We do not provide investment, tax, legal, or financial-planning advice.
Will my Nabbit move money or pay my bills?
No. Your Nabbit does not control your money.
Your Nabbit does not make purchases, move funds, pay bills, or make financial decisions for you.
How do you access my financial information?
Your accounts are connected through secure financial software.
Your Nabbit does not need your online banking password to perform the bookkeeping work.
Is my information confidential?
Yes. Privacy and confidentiality are core parts of the NabbitIt™ service.
Your financial information is handled only as needed to provide your bookkeeping service.
Can my spouse or partner be included?
Yes. Household bookkeeping can include shared finances, and we can work with both partners when appropriate.
Can I meet with my Nabbit remotely or in person?
Yes. You can work with your Nabbit remotely from anywhere.
In-person meetings may also be available when you have a local Nabbit.
What if my finances are messy?
That is okay. You do not need to organize everything before you start.
Part of the onboarding process is helping get everything set up and organized.
How often will I receive a report?
Ongoing bookkeeping clients receive a financial summary every month after the month has been reconciled and reviewed.
What happens after I purchase setup?
We’ll contact you to begin onboarding.
We’ll help set up your bookkeeping system, securely connect the appropriate accounts, review your first full month, and prepare your first financial summary.
Do I have to continue monthly after setup?
No. After setup, you can decide whether ongoing monthly bookkeeping is right for you.
Can I cancel monthly service?
Yes. Your service is designed to be flexible.
Any specific cancellation terms will be included in your service agreement.
Is NabbitIt™ only for high-income households?
No. NabbitIt™ is designed for everyday households that want more clarity and control over their money.
We all make better decisions when we have the facts in front of us. You shouldn’t need to spend hours pulling together statements, spreadsheets, and account information just to understand your own finances.
Everyone deserves this level of visibility, and NabbitIt™ is designed to make it affordable and accessible.
What if I have both personal and business finances?
Your Nabbit tracks income coming into your household from any source. That can include salary, self-employment, an LLC, distributions, investments, or other income, along with your household spending and overall financial position.
If a meaningful portion of your income comes from a business, Professional Bookkeeping will usually be the better fit because it gives you a broader view of your assets, liabilities, and net worth.
NabbitIt™ provides personal bookkeeping and financial visibility, not full-service business bookkeeping.
Your Nabbit does not handle payroll, vendor payments, invoicing, sales tax, inventory accounting, contractor payments, 1099s, business bill pay, or operating financial statements for the business itself.
If you own a business, you may still need a separate business bookkeeper or accountant. Your Nabbit helps you see how all of your income, including business income, fits into your personal financial picture.
Do you prepare taxes?
No. We do not prepare tax returns.
Clean, organized books can make it easier to provide information to your tax professional, accountant, or financial advisor.
Can my accountant or financial advisor use these reports?
Yes. Your reports can help give other professionals a clearer view of your household finances.
NabbitIt™ does not replace their professional advice.
How do I know which service is right for me?
If you want to understand your monthly income, spending, and cash flow, Personal Bookkeeping is usually the best fit.
If you also want ongoing visibility into your assets, liabilities, and net worth, Professional Bookkeeping is the better choice.
I’m a Realtor. Can I give NabbitIt™ as a closing gift?
Yes. NabbitIt™ can be a practical and useful closing gift for new homeowners.
Our New Home Setup helps clients organize their new household budget, understand what their new monthly expenses may look like, and get financially settled after the move.
We can also help them build a list of useful local resources, including restaurants, home services, utilities, maintenance providers, and other neighborhood essentials.
It gives your clients something they can actually use after closing while helping make the transition into their new home easier.