Frequently Asked Questions

It starts with a free 15-minute consultation where we learn about your business, challenges, and goals. From there, we recommend the service package that fits your needs and walk you through next steps. No pressure — just clarity.

We’ll talk about your current bookkeeping process (or lack of one), what’s working, and where you need support. You’ll get clear recommendations and have a chance to ask questions — all in under 15 minutes

We work primarily with QuickBooks Online — the industry standard for small businesses. If you’re already using it, great. If not, we’ll help you get set up and running with the right version.

Our monthly services typically include transaction categorization, bank and credit card reconciliations, profit and loss reporting, and support via email or Zoom. You’ll always know where your business stands financially.

Absolutely. If your books are behind, messy, or inaccurate, we offer QuickBooks Cleanup services to bring everything up to date and organized — no judgment, just results.

Yes! We offer Accounts Receivable and Accounts Payable support as part of our add-on services. We’ll help you track customer payments and manage your outgoing bills so your cash flow stays healthy.

Pricing varies based on your business size and volume of transactions. We offer flexible packages and can provide a quote after the free consultation. No surprise fees — just straightforward pricing.

Nope. Our services are month-to-month, and you can cancel anytime with 30 days’ notice. We believe in earning your business, not locking you in.

Most clients upload documents via email, Google Drive, or QuickBooks’ built-in tools. We’ll walk you through the easiest method that fits your workflow.

You’ll hear from us monthly with reports and updates, but we’re available by email or scheduled Zoom calls anytime you need us. Communication is key — and we keep it easy.