Frequently Asked Questions
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It’s simple — just fill out a contact inquiry form, and we’ll schedule a free consultation to learn more about your business, goals, and bookkeeping needs. From there, we’ll recommend a plan that fits your best.
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We offer a simple flat monthly fee. Let’s discuss your specific business needs and determine the best way we can support you.
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We use Quickbooks online and are certified Quickbooks Proadvisors.
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This depends on your service tier and the needs of your business. We offer monthly, weekly or daily updates to keep your books accurate and up to date.
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Yes, we focus on the day-to-day and monthly financial tracking that keeps your business running smoothly. We work seemlessly with your CPA or tax professional to ensure they have clean, accurate records at tax time.
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Yes! Whether you are behind a few months or a few years, we offer cleanup and catch-up services to get your books in order and ready for regular maintenance.
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Yes, we offer flexible month to month service with no long-term contracts. We just ask for 30 days’ notice to wrap up your books properly.
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We’'ll need access to your Quickbooks online account, business bank/credit card/loan statements, and any key financial documents.
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We communicate via email, texts, and schedule phone or video calls.
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Absolutely. We believe in empowering our clients, not just reporting numbers. We’'ll walk you through your reports so you understand how your business is performing.