FAQ

A bookkeeper keeps track of the financial details that keep your business running smoothly. We organize your transactions, track your expenses and income, and make sure your financial records are accurate. This helps you make better decisions, plan for growth, and avoid surprises at tax time. If managing your books feels overwhelming or you just want to focus on running your business, that’s where we come in.

Think of bookkeeping as keeping your financial house tidy. We handle the day-to-day details like recording transactions and reconciling accounts. Accounting is more about analyzing the bigger picture—preparing taxes, creating strategies, and advising on financial decisions. We’re the groundwork, but we can work closely with your accountant or CPA when needed.

If you’re spending more time trying to balance your books than growing your business, or if tax season feels like a panic attack waiting to happen, it’s probably time. Even small businesses can benefit from having someone take care of the numbers, so you have more time for what you do best.

Our monthly bookkeeping includes everything you need to stay organized:

• Recording and categorizing transactions (income, expenses, and more).
• Reconciling bank and credit card accounts to make sure nothing’s missed.
• Preparing easy-to-read financial reports so you know how your business is doing.
• Tracking expenses to keep you on budget.
• Tracking income so you can plan for growth.
• Keeping everything tidy for tax time.

It’s all about keeping your financial life stress-free and easy to understand.

Bookkeeping cleanup is all about getting your books back on track. Whether things are a little messy or a total disaster, we’ll dive in, untangle everything, and bring your accounts up-to-date. How long it takes depends on how much work is needed, but we’ll give you an estimate upfront and keep you in the loop every step of the way.

Absolutely! We’ll set up QuickBooks to fit your business like a glove. That includes creating a custom chart of accounts, linking your bank accounts, and setting up any tools or automation to make bookkeeping as simple as possible for you.

It’s simple! Just reach out to us, and we’ll start with a quick chat about your needs. Once we know what you’re looking for, we’ll create a plan and get things rolling.

We’ll need access to your financial accounts, like bank statements, receipts, and anything else that shows where your money is going and coming from. Don’t worry—we’ll guide you through it all step by step.

Not necessarily. Many clients share their bank statements or connect their accounts securely through QuickBooks Online and share those first. We’ll work with whatever method you’re most comfortable with. After you’re onboarded, we will access your accounts through QuickBooks Online.

Our pricing depends on your needs, but we offer clear, flat rates for most services. No surprises, no hidden fees—just straightforward pricing.

We prefer flat-rate pricing because it’s predictable and transparent. You’ll know exactly what to expect each month.

Your privacy and security are our top priorities. We use secure software and tools to protect your information, and we’ll never share your data with anyone without your permission. Read our Privacy Policy.

Always. We treat your financial details like we’d treat our own—with care and complete confidentiality. Read our Privacy Policy.

We don’t file taxes ourselves, but we’ll make sure your books are ready to go for your CPA or tax preparer. If you need help finding one, we can recommend someone great.

Absolutely. We’ll keep everything organized and up-to-date so tax season is as painless as possible.

With our monthly bookkeeping service, you’ll get financial reports every month. If you need them more often, just let us know.