Do you work in QuickBooks Online?+
Yes. QuickBooks Online is the preferred bookkeeping platform. If you use something else, we’ll review your current setup during the consultation and discuss the best next step.
What documents will I need to provide?+
Typically, monthly bank and credit-card statements, payment processor reports, loan statements, and timely answers to transaction questions. The exact list depends on your business.
How do we communicate?+
Monthly review time is included with each package, and routine questions can be handled by email. Custom clients may have a communication cadence tailored to their workflow.
Are my accounts reconciled every month?+
Yes. Included bank and credit-card accounts are reconciled monthly so your reports are based on complete, organized records.
Can you clean up overdue or messy books?+
Yes, cleanup and catch-up work is available as a separate project, typically quoted at $45/hour or as a fixed fee after review.
Will you prepare my taxes?+
No. Tax preparation and tax advice are not included. Clean, organized reports can be shared with your tax professional, and we can coordinate around their bookkeeping questions.
How is my financial information protected?+
Access is limited to the systems needed for your bookkeeping. Secure document-sharing and software access practices will be confirmed during onboarding; never send passwords by email or through this form.
Who is a good fit?+
Service-based small businesses with separate business banking, relatively straightforward books, and an owner who can provide statements and answers on time are usually a strong fit.