FAQ

Questions, answered.

If you don't see your question here, send it via the contact form — we usually reply the same day.


How much does it cost?

Pricing is flat monthly and scoped to your business. Every business is different, so we'll talk through what you need and quote a specific number after a free 30-minute call.

Do I have to use QuickBooks?

QuickBooks Online is our default and what we recommend for most small businesses. We can work with QuickBooks Desktop if you're already on it; for other platforms, ask in the consult.

I'm behind on my books. Can you catch me up?

Yes. Catch-up bookkeeping is one of the most common things we do. We'll scope the cleanup as a one-time project, then move you onto monthly going forward.

Do you also do my taxes?

We handle the bookkeeping, sales tax, 1099s, W-2s, and annual reports. For your annual income tax return, we coordinate directly with your CPA — or refer you to one if you don't have one.

Can I switch from another bookkeeper?

Of course. We'll handle the file transfer and reconciliation so the handoff is clean. You don't need to do anything except introduce us.

What if I just need one service, not the full package?

That's fine. À la carte is supported for most services — sales tax filing, 1099 prep, etc. Tell us what you need in the consult.

How do you handle my data securely?

We use bank-level encryption, two-factor authentication on every account we touch, and we never share your data outside of what's required for filings. Specifics available on request.

What does the onboarding process look like?

A free 30-minute consult, then a written scope and flat monthly quote. Once you sign, we get access to your accounts, do an initial cleanup if needed, and you're on monthly within two weeks.

Still have questions?

Send them through the contact form. We'll get back to you within one business day.

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