FAQs
What services do you offer?
1
We provide three flexible bookkeeping plans to fit your business needs:
Essential (Most Popular) – Simple, stress-free monthly bookkeeping for freelancers and solo business owners under $100K revenue. Includes account reconciliation, expense categorization, and monthly financial reports.
Professional – Everything in Essential plus light A/P and A/R tracking, quarterly performance summaries, and priority support. Ideal for growing businesses with $100K–$500K revenue.
Premium – Advanced reporting, KPI dashboards, monthly video walkthroughs, and CPA coordination for established businesses over $500K.
View the full details of each plan on our Home page.
Accuracy and confidentiality are at the core of everything we do. Here’s how we protect your business:
Accuracy: We use QuickBooks, a trusted industry-standard platform, along with smart categorization rules to minimize errors. Every month, we reconcile your accounts and review reports for consistency before delivery.
Confidentiality: Your financial data is stored securely with built-in encryption. We follow strict privacy protocols and never share your information with third parties without your consent.
Our goal is to give you peace of mind knowing your books are accurate and your data is safe.
How do you ensure accuracy and confidentiality?
2
What are your pricing options and how do you bill?
3
We bill monthly through QuickBooks using secure online payment. No hidden fees—just straightforward pricing.
Do you do clean-up work?
4
Yes! If your books are behind or disorganized, we offer bookkeeping clean-up services to get everything accurate and up to date. Whether you need a few months fixed or a full year of catch-up, we’ll review your accounts, reconcile transactions, and prepare clear financial reports so you can start fresh.
This is especially helpful if you need to get everything prepped for tax season—we’ll make sure your books are ready for your CPA or tax professional.
Contact us for a custom quote based on the number of months needing clean-up.
You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.