Questions we hear most often

We offer monthly bookkeeping, payroll processing, and financial reporting for small businesses. Most clients start with monthly bookkeeping and add services as their needs grow.

Every engagement begins with a free consultation so we can understand your business and recommend the right combination of services — not a one-size-fits-all package.

We work with small businesses across 12 industries, including retail, restaurants, professional services, real estate, construction, and non-profits. If you're not sure whether we're a good fit for your industry, ask during your free consultation — we'll tell you honestly.

We primarily work in QuickBooks Online and Xero, which give you real-time access to your books from any device. If you're already using a different platform, let us know — we'll assess whether we can work within it or recommend a migration.

Yes. Catch-up bookkeeping is one of the most common reasons new clients come to us. We'll assess the scope of the backlog during your consultation and give you a clear timeline and fixed price before any work begins.

Pricing depends on the volume of transactions, the complexity of your accounts, and the services you need. Monthly bookkeeping for a small business typically starts at a flat monthly rate — we'll give you a specific quote after your free consultation.

We don't charge by the hour. You'll always know exactly what you're paying before we start.

No. The first consultation is completely free and carries no obligation. It's a 30-minute conversation where we learn about your business and you learn about how we work. If we're not the right fit, we'll tell you — and point you toward someone who is.

There are no long-term contracts. We work on a month-to-month basis — you can cancel with 30 days' notice at any time.

For catch-up bookkeeping or one-time projects, we charge a fixed project fee agreed upon upfront. No surprises.

We accept ACH bank transfer, credit card, and check. Monthly clients are invoiced on the first of each month with net-15 terms. Project work is invoiced 50% upfront and 50% on completion.

After your free consultation, we'll send a proposal within 24 hours. Once you accept, onboarding takes about one week. We'll connect to your bank accounts and accounting software, review your chart of accounts, and reconcile the most recent month to establish a clean baseline.

You'll receive a welcome email with a clear checklist of what we need from you — typically just read-only access to your accounts and a few minutes of your time to answer setup questions.

Monthly clients receive a financial summary with their statements each month. We're also available by email throughout the month for questions — most responses come within one business day.

For most clients, we work directly from your bank and credit card feeds — no receipt-scanning required for routine transactions. For expenses that need documentation (like meals, travel, or large purchases), we'll let you know exactly what we need and when. We keep it as simple as possible on your end.

Email us. We respond to client questions within one business day, and for urgent matters (like a bank request or a vendor dispute), we prioritize same-day responses. You'll have a dedicated point of contact — not a support ticket queue.

Book a free 30-minute consultation using the form on our contact page. We'll ask a few questions about your business, walk you through how we work, and give you a clear picture of what we'd recommend.

There's no pressure and no obligation. If we're not the right fit, we'll say so.

For most clients, we can begin within one to two weeks of signing. If you have a time-sensitive situation — like an upcoming tax deadline or a bank review — let us know and we'll prioritize accordingly.

We want every client to feel confident in the work we do. If something isn't right, tell us — we'll fix it. If after a month you feel we're not the right fit, you can cancel with 30 days' notice. We'll hand off your books in clean, organized shape so the transition to another provider is seamless.