Frequently Asked Questions

What sets us apart is that we don't just handle your books—we surround our clients with a comprehensive suite of financial services designed to support every aspect of your business growth. Beyond monthly transaction categorization and financial reporting, we've built an extensive network of trusted partners including small business lenders, payroll specialists, insurance providers, M&A firms, marketing agencies, business attorneys, and staffing companies. With over 60 CPAs in our referral network and expertise in everything from SBA loans to business sales, we serve as your central financial hub, connecting you to the exact resources you need when you need them. We understand that while you can't do much without proper bookkeeping—since everyone needs to see your financials—successful businesses require access to a full ecosystem of professional services, and that's exactly what we provide.

We provide full-service bookkeeping for small to mid-sized businesses, including cleanup, catch-up, ongoing monthly bookkeeping, payroll setup and processing, sales tax filings, and proactive financial reviews. We also help with entity transitions, year-end prep, and communication with your tax preparer.

We work with nearly all industry types, from professional service providers and general contractors to restaurants and retail, we especially love helping businesses that are growing fast or trying to simplify messy books.

Yes! QuickBooks Online (QBO) is our main platform. We’re experts in QBO and customize each chart of accounts to fit your business. We can also help you migrate from other systems or clean up an existing QBO file.

Being busy in business means it's working, and most owners need to focus predominately on sales and operations. Our clients report that once they start using our service, their business metrics increase because they are able to focus on those higher priority items. We are flexible with our scheduling and offer multiple ways to communicate. We can talk to you by phone, text, email, zoom, and in-person if necessary, patiently working with you on the information we need regardless if it's in a box, folder, stored digitally, or is in your head. We get books cleaned up according to the IRS standard. Using flowcharts, checklists, and recorded procedures, we are exceptionally good at figuring things out and keeping your books current so you can make informed decisions. Call now or schedule a call and you'll see how easy it can be to get relief in this area.

Absolutely. Cleanup and catch-up work is one of our specialties. Whether you’re missing a few months or several years, we’ll bring your books up to date and make sure everything is categorized, reconciled, and ready for taxes or loans.

We price based on the complexity of your needs, not just the number of transactions. During our needs analysis, we look at things like revenue, number of accounts, payroll, and how much support you’ll need. Our monthly packages start at $149 and scale based on your business size and services needed.

Not at all. We work with clients all over the country. As long as you're comfortable with remote collaboration and online tools, we can support you wherever you are.

We begin with a detailed onboarding process, which includes gathering access to your accounts, understanding your business structure, and creating a custom plan. You’ll be guided every step of the way by a real person who’s dedicated to your success.

Most clients are fully onboarded within 1-2 weeks. We can often start cleanup work within 48 hours of signing up.

After you sign the client agreement, we'll connect you with our onboarding department. They'll help you to give us the access we need. Primarily, we need bank, QuickBooks, and tax access to get a good start.

We’ve seen it all — and we can help. We’ll assess your situation, bring everything up to date, and put systems in place so you never fall behind again. We’re here to fix it and keep it fixed.

We offer flexible communication via email, phone, video calls, and even text. You’ll also have access to our support team and a clear point of contact for escalations or questions. We document everything so nothing slips through the cracks.

It depends on how much complexity there is in managing your bookkeeping. Some clients only need to know how much they owe for taxes, others want weekly phone calls. We tailor this to meet your needs.

Absolutely! We provide monthly reports with plain-English explanations and are always available to walk through your numbers via phone or video.

We integrate with most major business apps that connect to QuickBooks, including payment processors, POS systems, and expense tracking apps.

We sure can! We offer multiple options either using the QuickBooks built in budgeting tool on up to having one on one time with a consultant who is creating and delivering customized KPI reporting. Let us know what you need and by when, we'll deliver.

We combine deep financial knowledge with a high-touch, human approach. Every client gets a dedicated bookkeeper, and we focus on building long-term relationships, not just reconciling accounts. We also actively look for savings opportunities and alert you to financial risks early.

We do file State and City returns, but not federal — we specialize in bookkeeping. However, we work closely with your CPA or tax preparer to make sure your books are accurate and ready for filing. If you don't have a CPA, we can connect you with one in our trusted network.

We take data privacy seriously. We never send sensitive data like bank statements or tax returns through unsecured channels. Everything is password-protected or encrypted, and documents are shredded if printed. We follow strict protocols to protect your information.

Yes! We regularly prepare financial packages for lenders and can provide the reports and documentation they require.