You’ve got questions.
We’ve got answers.
We’ve gathered the most common questions our potential clients ask to help you quickly find the information you need. If you don’t see your question here, feel free to reach out — we’re always happy to help.
Services
How much do you cost and what's included?
Our pricing is typically a flat rate based on the scope of work and expected transaction volume for your business. You benefit from a predictable amount upfront to budget against. For smaller or one-time projects, we may also offer hourly options.
Software or app subscriptions (like QuickBooks or Gusto) are not included in this rate.
Our bookkeeping package typically includes expense categorization, account reconciliations, and financial statements.
Please visit our Services & Pricing page for current rates and available packages.
Do you file taxes, 1099s and handle payroll?
We do not file taxes at this time, but we can prepare and organize your financials so your CPA or tax preparer has everything they need.
For payroll, we recommend Gusto to most of our clients.
Annual 1099 filings can be completed as a separate service.
You can view the full list of what we offer on our Services page.
How do I know if I need a clean-up?
You might need a bookkeeping clean-up if:
- Your bank or credit card accounts haven’t been reconciled in months.
- You’re missing receipts or unsure where certain expenses went.
- Your reports don’t match your actual cash flow.
- You’re preparing for taxes, financing, or an audit and can’t get clear numbers.
If any of this sounds familiar, we can help bring everything up to date and give you clear, accurate financials moving forward.
What happens if my books are a mess?
Don’t worry — you’re not alone. Many business owners come to us after falling behind or discovering errors in their books. We specialize in clean-up and catch-up bookkeeping, which means we’ll sort through your records, reconcile accounts, fix inconsistencies, and get everything back on track.
Once your books are clean, we’ll help you set up systems to stay organized and current, so you can focus on running your business instead of untangling old records.
How often will you update my books and communicate with me?
We typically update your books on a monthly basis. Quarterly reviews are also available for smaller or seasonal businesses depending on your service plan and business needs.
You’ll receive regular financial statements by email, so you’ll always know where your business stands.
We pride ourselves on being responsive and easy to reach — if you ever have a question, your bookkeeper will typically respond within one business day.
Can you help me understand my financial reports?
Absolutely. We’re more than just data entry — our goal is to help you make sense of your numbers and use them to strengthen your business.
We’ll walk you through key reports like your cash flow statement, profit & loss, and balance sheet in plain language so you always know what they mean for your business.
We can also help you with budgeting, forecasting, and profitability analysis so you can plan ahead with confidence. Whether it’s improving cash flow, making smarter spending decisions, or preparing for taxes, we’ll help you see the full financial picture — not just the numbers.
Please visit our Services & Pricing page for current rates and available packages.
General
What software do you work with?
We primarily work with and recommend QuickBooks Online.
We specialize in cloud-based systems that make it easy to collaborate and access your financials securely from anywhere. If you’re currently using a desktop version of QuickBooks, we can help you transition to an online setup if desired.
We can also work with you to develop digital record keeping processes and integrate your bookkeeping with payroll tools to streamline your business operations.
What qualifications or experience do you have?
We’re QuickBooks ProAdvisors with years of hands-on experience helping small businesses stay organized and financially healthy.
Our team has worked with a wide range of industries — from local service providers and contractors to e-commerce and professional firms — so we understand the unique bookkeeping needs of different business types.
We combine professional certification with real-world experience to provide accurate, reliable, and practical financial support for your business.
Why is it important to get and keep my books in order?
Accurate and organized books are the foundation of every healthy business. When your financial records are up to date, you can:
- See exactly where your money is going and make smarter business decisions.
- Identify errors, missing funds, or inefficiencies early before they become bigger issues.
- Avoid surprises at tax time and ensure everything is properly documented.
- Build credibility with lenders, investors, and partners who rely on clean financials.
Whether you’re preparing for growth, an audit, or just want peace of mind, getting your books in order helps protect and strengthen your business for the long term.