Frequently Asked Questions
Get Started
Grant us secure access to your accounting software (QuickBooks, Gusto, etc.), and upload your statements directly. You can also provide financial documents by secure email. We’ll guide you on the best method based on what’s easiest and safest for you.
We’ll ask specific questions about your business to create a personalized bookkeeping plan. This plan outlines the setup tasks, ongoing services, and associated fees.
We formalize our agreement through an engagement letter. Services are provided month-to-month and can be canceled anytime with a 30-day written notice.
We charge a flat monthly rate based on your business needs. No hourly rates and no surprises! Add-on services can also be included in your quote.
We use secure, mobile-friendly tools for communication and file sharing. It’s fast, intuitive, and built with your security in mind.
Bookkeeping Services
Yes. Regardless of your business size, accurate records are essential for IRS compliance, tracking finances, and making informed decisions.
Yes. A CPA focuses on tax preparation and strategy, while a bookkeeper maintains your daily financial records, freeing your CPA to focus on higher-level planning.
No. We work alongside your CPA by maintaining accurate, organized books, not by replacing tax or audit services. We also offer unlimited collaboration with your CPA to ensure seamless support.
Every plan includes transaction categorization, monthly reconciliations, financial reporting (Profit & Loss, Balance Sheet), and a year-end package for your CPA.
We provide standard reports (Profit & Loss, Balance Sheet) and can customize additional financial reports based on your business needs
We don’t prepare taxes directly, but we partner with tax professionals specialized in tax planning and preparation.
Yes. We manage accounts payable and receivable, and nothing goes out without your approval. Services include entering bills, cutting checks, sending wires, invoicing customers, and managing collections.
Of course! You can upgrade your services at any time to match your business needs.
Cleanup & Catchup
Absolutely! We offer cleanup and catch-up packages tailored to how far behind you are.
No judgment here. We start with a free diagnostic review and then create a plan to clean up and organize everything properly.
Typically, within 10–15 business days, depending on the number of months needing catch-up.
Consulting
You’ll get a full review of your current setup, clear recommendations to stay organized, and actionable steps to boost your financial health.
We review how you’re handling daily tasks, spot gaps, and show you faster, smarter ways to manage your bookkeeping and financial operations.
Yes. We assess your needs and recommend the best tools like QuickBooks, payroll systems, or POS platforms. We also handle setup and integration.
Yes. We offer hands-on training in bookkeeping basics, accounting software like QuickBooks, and financial reporting—no experience required.
As part of our consulting services, we help you find and implement the right accounting software and financial tools for your business. Whether it’s QuickBooks, payroll systems, POS platforms, or other integrations, we guide you through selection, setup, and training to ensure your systems are efficient, connected, and scalable.
Quickbooks Support & Tools
We recommend QuickBooks Online for its powerful features and integrations.
Yes. We are certified QuickBooks Online ProAdvisors and believe it’s the best option for small businesses. If you prefer another system, we’ll refer you to a firm that better matches your needs.
We handle full data migration to QuickBooks Online, making sure your records are accurate and your setup is smooth.
No. We do not include the subscription cost but will guide you to the best plan for your business.
Communication & Miscellaneous
We offer unlimited phone and email support.
We ensure consistent support through open communication and scheduled monthly performance meetings.
We go beyond data entry—analyzing your numbers and advising you on financial decisions to support growth.
No. We are US-based and serve businesses nationwide using secure, efficient technology.
Still have questions? Reach out today—We're here to help!
Get In Touch With Us
Interested in saving time, staying organized, and growing your profits? Reach out today to get started with us.