Frequently Asked Questions

How much do your services cost?
We offer straightforward, flat-rate monthly pricing. We’ll take the time to understand your business and tailor our services to fit your specific needs.  Have a look at our Fees page.

What kind of bookkeeping do you provide?
We specialize in QuickBooks and are certified QuickBooks Online ProAdvisors. We typically work remotely but are happy to arrange in-person meetings when needed. Our secure, cloud-based tools make it easy for you to share documents safely and efficiently.

How does your monthly bookkeeping service work?
Each month, we review and record all your business transactions in QuickBooks. From there, we generate financial reports like your Profit & Loss statement and Balance Sheet.

Can I get more frequent updates than once a month?
Absolutely. We’re committed to meeting your needs and can adjust our schedule to provide weekly or biweekly updates — even regular cash flow check-ins if that’s what your business requires.

How and when should I send my documents?
We’ll need your monthly bank statements, which can be synced automatically with QuickBooks for a hands-off experience. You’re also welcome to send your documents manually using our secure cloud tools or email.

What if my books are outdated or disorganized?
No problem — we specialize in cleaning up backlogged or inaccurate records. We’ll evaluate your situation and provide a plan to bring everything up to date.

Do you help with special or one-time projects?
Yes, we do! We enjoy partnering with clients on unique projects. Whether it’s process improvement, financial planning, or something new, we’re excited to help you bring your ideas to life.

Do you offer tax preparation services?
We have a certified accountant on our team to handle complex tasks like year-end tax filing and strategic financial planning — ensuring you get expert support when it matters most.