Frequently asked questions
We don't bill by the hour. Instead, we offer simple, predictable monthly pricing, so you always know what to expect.
Since every business has different bookkeeping needs, we provide custom pricing rather than a one-size-fits-all plan. Our services start at $75 per month, and your monthly rate depends on factors like your transaction volume and the level of support you need. This way, you only pay for the services your business actually requires.
Your first month of bookkeeping is just $75. We'll complete your most recent calendar month, whether that's January, February, or any other month. Once it's finished, we'll review your transaction volume and bookkeeping needs, then provide a simple flat monthly rate for future months.
We want to give you an accurate price instead of making a guess. That's why we complete your first month of bookkeeping for just $75. It gives us a clear understanding of your business, transaction volume, and bookkeeping needs before providing a flat monthly rate. If you decide we're not the right fit, there's no obligation to continue.
Once we've completed your $75 first month, we'll review your transaction volume and bookkeeping needs. Then we'll provide you with a custom flat monthly rate based on the level of support your business requires, so you only pay for what you actually need.
No. All of our services are month to month, so you're never locked into a long term contract. You have the flexibility to continue, pause, or cancel as your business needs change.
We work with a variety of accounting software and will do our best to work with your existing system whenever possible. That said, QuickBooks is our preferred platform because it's reliable, widely used, and works well for most small businesses. If you're already using QuickBooks, we can seamlessly integrate with your account. If you're using different software, just let us know and we'll see if it's a good fit.
Our onboarding process is simple and designed to get you up and running quickly. Here's how it works:
Questionnaire: You'll complete a short questionnaire so we can learn more about your business and bookkeeping needs.
Access: You'll provide secure, view only access to your financial accounts, along with access to your current bookkeeping file if you already have one.
Once we have everything we need, we'll get started on your books. In most cases, we can begin within a few business days. The exact timeline depends on how much catch up work is required and how far behind your books are.
We help make tax season as smooth and stress free as possible. Throughout the year, we keep your books accurate, organized, and up to date. When tax season arrives, we'll provide all the financial reports your CPA or tax preparer needs to file your business taxes. This helps save you time, reduce stress, and avoid last minute surprises.
Yes. You'll have a dedicated, real person managing your books and serving as your main point of contact. While we use AI to automate repetitive tasks behind the scenes, your bookkeeper provides the personal support, expert oversight, and attention your business needs.
Every business has different bookkeeping needs, so we don't guess your monthly price after a quick call. Instead, we complete your first month of bookkeeping for just $75. This gives us a clear understanding of your business and allows us to provide a fair, flat monthly rate based on the actual work required. If you decide we're not the right fit, there's no obligation to continue.
Yes. We're here whenever you need us. You'll receive timely responses, clear answers to your questions, and easy to understand financial reports, so you always know what's happening with your business finances.
Each month, you'll receive a Profit & Loss Statement and a Balance Sheet. We guarantee these reports will be delivered to your inbox by the 20th of each month. If we miss that deadline, your monthly bookkeeping service is free.
This guarantee applies as long as we've received all the information we need and any questions we have are answered on time. If you need additional or custom financial reports, we're happy to provide those as well.