Frequently Asked Questions

We provide monthly bookkeeping, QuickBooks cleanup and catch-up, accounting setup, reconciliations, payroll support and financial reporting for small businesses in the U.S. and Canada.

Small and mid-sized businesses across construction, healthcare and dental, real estate and rentals, e-commerce, manufacturing, professional services, and more. See the Industries menu for the eight we serve most.

We support U.S. and Canada based businesses. If you are elsewhere, contact us and we will let you know whether we can help.

No. Everything is done remotely and securely, so we can support you wherever your business operates in the U.S. or Canada.

It is a free 15-minute call. You tell us where your books stand and what is not working, and we recommend the right next step. There is no obligation to hire us.

Yes. Book a free 15-minute consultation and we will recommend the right next steps before you choose anything.

Book a free consultation, we review your books and accounts, you choose a plan or a cleanup quote, then you give us secure access and we begin. We guide you through each step.

We reply within one business day. Our business hours are Monday to Friday, 7:00 AM to 6:00 PM EST.

Monthly bookkeeping, QuickBooks cleanup and catch-up, accounting setup, bank and credit card reconciliation, payroll support, financial reporting, A/P and A/R, and year-end CPA-ready bookkeeping.

Bookkeeping is the day-to-day work of recording, categorizing and reconciling your transactions. Accounting builds on that to interpret the numbers, plan and prepare returns. We handle the bookkeeping and reporting, and we work with your CPA for tax filing and advice.

Recording and categorizing transactions, reconciling your bank and credit card accounts, keeping your books current and sending monthly reports. Higher plans add reporting, check-ins and payroll support. See the Pricing page for each plan.

Yes. We can track what customers owe you and what you owe vendors. The tasks included depend on your plan, and we confirm them with you before you start.

Yes. Sales tax preparation and filing support is available as an additional service, monthly or quarterly, priced per state.

Our focus is bookkeeping. We prepare CPA-ready books and the reports your CPA needs, and we work directly with your CPA or tax preparer at year-end.

Yes. You can start with a plan and add services such as cleanup, 1099 filing or sales tax support when you need them. Additional services are listed on the Pricing page.

Yes. We set up your chart of accounts, connect your bank and card accounts, and build a system that fits how your business runs.

Monthly plans are Essential at $450, Growth at $750 and Complete at $1,150 per month. Cleanup is quoted per project. See the Pricing page for what each plan includes.

No. Monthly bookkeeping has no long-term contract. You can move to a different plan as your business changes.

Cleanup is quoted per project after a free review of your file. You see the price before any work begins.

Each one is priced on the Pricing page. For example, sales tax support is $75 to $150 per month per state, and 1099 preparation is $100 base plus $10 per contractor per year.

Your first purchase, a plan or an additional service, is paid online through a secure Stripe payment link. After that, you receive an invoice at the end of each month and pay by Wise or ACH bank transfer, using the details on the invoice. There is no separate onboarding fee.

Yes. Because there is no long-term contract, you can upgrade, downgrade or cancel with notice.

Fees paid are generally non-refundable, but you are never locked in. There is no long-term contract, so you can cancel any time by email, and your final invoice covers only the work done up to that date. Cleanups are quoted as a fixed price in writing before any work starts.

We specialize in QuickBooks Online and QuickBooks Desktop, and also work with Xero, Zoho Books and Wave.

Yes. We help you choose the right system, set it up and connect your accounts so it is ready to use.

Yes. We bring your existing records into a clean QuickBooks file and check that the opening balances are right.

Yes. We connect your bank and credit card feeds, and payment platforms such as Stripe, PayPal and Square, so transactions flow in automatically.

You do. We work inside your own account, and your books stay yours at all times. Your software subscription is paid to the software company and is separate from our fee.

Yes. We review the existing file, fix anything that needs attention and take over from where it stands.

Yes. We set up classes, projects or locations in QuickBooks so income and costs are matched to the right job or property.

Yes. Cleanup and catch-up work is quoted after a free review of your file, before any work begins.

Common signs are accounts that do not match your bank, many uncategorized transactions, months of work behind, or a tax deadline coming with books that are not ready.

Usually bank and credit card statements for the months in question, access to your accounting file, and any payroll or loan reports. We give you a clear checklist.

It depends on how many months and transactions are involved. We give you a timeline with the quote, after the free review.

We correct errors with clear adjusting entries and explain what was changed and why, so nothing is altered without a trail.

Yes. Multi-month and multi-year catch-up is quoted per project. We work in order so your recent months are usable first.

We provide payroll support: keeping payroll records organized and making sure payroll is recorded accurately in your books. Payroll is processed through your payroll provider.

Yes. We track contractor payments and prepare 1099 forms, with support for electronic filing at year-end.

Yes. We match payroll reports to your books so wages, taxes and liabilities agree.

Payroll support is included in our higher plans and available as an add-on. See the Pricing page for the details of each plan.

Yes. After each month-end close you receive a profit and loss, a balance sheet and the reports included in your plan.

Yes. We walk you through what the numbers mean, what changed and what to watch, in plain language.

Yes. We prepare year-end, CPA-ready books, including adjusting entries and the reports your CPA asks for.

Yes. We can share reports and answer questions so you do not have to pass information back and forth.

Yes. Budget-versus-actual and cash flow reports are available, and we can tailor reports to your business.

We use bank-level encryption and read-only access wherever possible. We work inside secure, access-controlled accounting and document tools.

No. We connect through secure bank feeds and invitations, and we never ask you to send passwords by email.

Only the people working on your account. Access is by invitation from you, and you can remove it at any time.

Yes. Your records are used only to do your work, and a confidentiality agreement is available on request.

Your books stay in your own account. We remove our access and hand over our working files and notes.

You connect your accounts securely, we record, categorize and reconcile your transactions, then send clear monthly reports and stay available for questions.

Not much. Keep your receipts and documents where we can reach them and answer the occasional question about an unclear transaction.

By email and scheduled calls. We reply within one business day, and higher plans include regular check-ins and priority support.

Monday to Friday, 7:00 AM to 6:00 PM EST.

Send us a message and mark it urgent. Growth and Complete plans include priority support.

We begin with a review of your accounts and file, then confirm your start date and timeline in the consultation.

Yes. We support professional service businesses with retainers and project billing.

We prepare accurate financial reports. You or your advisor decide how to present them.

We work in QuickBooks Online and Desktop. Tell us what you use and we will advise.

Most firms are priced by bank and card accounts and team size. A solo consultant with one account usually fits Essential, while an agency with contractors, several cards and receivables fits Growth or Complete. Your written estimate confirms the plan.

Yes. After each close you receive a profit and loss, a balance sheet, revenue by client, an expense summary and a cash flow report.

No. There is no long-term contract, so you can adjust or cancel by email as your firm grows or changes.

Yes. We set up tracking so costs and income are matched to each project.

Deposits are recorded properly as customer deposits until the event or project is delivered.

Yes. Marketing and creative agencies are part of our experience.

Pricing follows your accounts and team, and event businesses often add many vendor and deposit transactions. If your volume is high, high-volume support is available for $150 to $250 a month on top of your plan.

We work from the booking, invoice and payout reports those tools give you, and match them to your bank deposits in your own accounting software.

Yes. Every month you receive a profit and loss, a balance sheet, profit by project, a cash flow summary and a list of open invoices.

No. There is no long-term contract. You can change or cancel by email, which suits work that rises and falls with the season.

Yes. We set up classes or projects so income and costs are tracked per job, and report on them monthly.

We organize and categorize subcontractor payments so your records are ready for 1099 filing with your tax professional.

Yes. Our cleanup and catch-up service brings overdue months up to date, then we move to monthly bookkeeping.

Pricing follows your accounts, employees and payroll. Crews with more than 5 employees fit Complete, and monthly reports can be set up by job. Cleanups of past months are quoted separately, in writing, before any work starts.

We do not need to connect to it. We work from the job cost and invoice reports you export, plus your bank and card statements, and record them by job in your accounting software.

We record each progress invoice and the retainage held back by job, so you can see what is billed, what is held and what is still owed.

Yes. After each close you receive a profit and loss by job, a balance sheet, open invoices and bills, and a subcontractor payment summary.

No. There is no long-term contract. You can change or cancel by email, even in the middle of a busy season.

Yes. We set up tracking by property so you can see income and expenses for each one.

We record and reconcile platform payouts and fees so income matches your bank deposits.

No. We keep clean records for each property, so your tax professional can prepare your returns without rebuilding the year.

Yes. We keep each property and each owner separate, track deposits and trust balances, and reconcile every deposit to its source. Pricing is a custom estimate based on the number of properties and accounts.

Yes. We track deposits and owner funds as separate balances, so money you hold for others is not counted as your income.

Pricing follows your bank accounts and the number of properties or units. Each business receives a custom estimate, and we confirm the plan in writing before any work starts.

We work from the rent, owner and deposit reports it exports and match them to your bank accounts. You do not need to change your software.

We keep security deposits and owner funds separate in your books and report profit by property. We do not hold or move trust funds, and we do not replace any requirement that applies to your license.

Yes. Each month you receive a profit and loss by property, a rent roll summary, an expense report, a deposit liability summary and a balance sheet.

No. There is no long-term contract, so you can change your plan as your portfolio grows or shrinks.

No. Bookkeeping works from financial records such as bank and card activity, not patient records.

Yes. We reconcile bank deposits against reports you provide.

Yes. These practices are among the industries we support.

No. Bookkeeping works from your bank, card and accounting records, not patient charts. Please do not send patient medical details. If your practice needs a specific privacy agreement, raise it on the free call.

Pricing follows your bank and merchant accounts, insurance deposits and staff size. Practices with more than 5 employees fit Complete. Each practice receives a custom estimate in writing.

We are not set up to handle patient health information, and bookkeeping does not require it. We work from your bank, card and accounting records only. Please do not send patient details. If your practice needs a specific privacy agreement, raise it on the free call.

Yes. Each month you receive a profit and loss, revenue by service line, an expense summary and a view of your cash position.

No. There is no long-term contract. You can change or cancel by email as your practice grows or changes.

Our plans are a starting point. Your estimate depends on your locations, deposits and delivery platforms. Book a free call to get a custom estimate.

Yes. We can track each location separately so you see which one earns the most.

No. We keep sales, payroll and vendor records organized, so your tax professional can prepare your returns without rebuilding the year.

Complete includes payroll for 6 or more employees, so restaurants with a larger team usually start there. We confirm your plan and any add-ons, such as extra locations or delivery platforms, in a written estimate.

Yes. We work from the daily sales and payout reports your POS and delivery apps produce, such as Toast, Square, Clover, DoorDash or Uber Eats, and match them to your bank deposits. We do not need to connect to the system itself.

Yes. We set up food and labor in separate accounts, so your monthly reports can show them against sales.

We record the sales tax you collect and your tip records so they are ready for filing. Sales tax filing is available as an add-on, priced per state.

Yes. Every month you receive a profit and loss, sales by month, an expense report, a vendor spending summary and a balance sheet.

No. There is no long-term contract. You can change or cancel by email, which helps when you open a second location or close one.

We record fees, refunds and chargebacks separately from sales and reconcile each payout, so income matches your bank deposits. Pricing is a custom estimate based on your sales channels and accounts.

Yes. We can set up tracking so you can compare your store, website and marketplaces.

No. We keep sales, fees and cost of goods organized, so your tax professional can prepare your returns without rebuilding the year.

Pricing follows your bank accounts, sales channels and transaction volume. Sellers on several channels often add high-volume support ($150 to $250 a month), and we confirm the price in a written estimate.

Yes. We work from the sales, fee and payout reports from each channel and match them to your bank and processor statements, so every channel shows its own sales and fees.

We record the sales tax collected by state so the records are ready. Sales tax filing is available as an add-on, priced per state.

We record inventory purchases and cost of goods from the reports your system provides. Counting and managing stock stays in your inventory system.

Yes. Each month you receive a profit and loss, sales by channel, a fees summary, an expense report and a balance sheet.

No. There is no long-term contract. You can change or cancel by email as you add or drop sales channels.

Your estimate depends on your accounts, how many invoices and bills you handle, and the condition of your books. Book a free call to get a custom estimate.

We track what is overdue and report it to you, so you know where to follow up.

No. We keep invoices, inventory costs and payments organized, so your tax professional can prepare your returns without rebuilding the year.

We work from the invoice, bill and inventory reports it exports and match them to your bank accounts, so you can keep the system you have.

Yes. High-volume support is available for $150 to $250 a month on top of your plan, and your written estimate shows the exact price for your invoice volume.

Yes. Every month you receive A/R and A/P aging reports, a profit and loss, sales by customer and a balance sheet.

No. There is no long-term contract. You can change or cancel by email as your volume grows or shifts.

Yes. Trucking and logistics businesses are part of our experience.

Yes, when your records identify each vehicle. We set up classes to report on them.

Yes. We reconcile and categorize fuel card activity.

We record fuel cards and fuel expenses and can track costs by truck or route, so you can see what each vehicle earns. Fuel tax filings such as IFTA are handled by your tax professional or filing service, and we keep the records organized for them.

Pricing follows your bank accounts, fuel cards and team size. Companies with more than 5 employees fit Complete, and high transaction volume may add $150 to $250 a month. Each company receives a written estimate.

We work from fuel card statements and the load or dispatch reports you export, and match them to your bank accounts and loans.

IFTA returns are not part of our plans. We keep fuel purchases organized in your books, so whoever prepares your report has clean records.

Yes. Each month you receive a profit and loss, an expense report, cost per vehicle and a debt summary.

No. There is no long-term contract. You can change or cancel by email as your fleet grows or shrinks.

Yes. We can handle the bookkeeping while you stay the main contact for your clients. Tell us how you prefer to work on a free call.

No. We prepare organized bookkeeping so your firm can handle tax and advisory work.

Each firm receives a custom estimate based on the number of clients, their accounts and their needs.

A shared folder with the trial balance, general ledger, reconciliations, supporting schedules and 1099 vendor data, so your team does not have to rebuild the books. Reports are marked unaudited, and we never prepare or file returns for your clients.

Yes. We start with a short call and a written quote. You stay their tax and advisory contact, and their books stay in their own software.

Yes. You invite us as a user to each client's file, or we work in your firm's setup, and we follow your chart of accounts and naming.

Our Subscription Agreement already includes mutual confidentiality, and we will review your firm's agreement on the free call.

Yes. For each client, you receive a profit and loss, a balance sheet, a reconciliation summary and the general ledger after each close.

No. There is no long-term contract, so you can add or remove clients as your firm's workload changes.

Yes. We work with private schools, tutoring centers and training providers. We do not currently work with nonprofit organizations.

Yes. We can set up tracking by class, program or location so spending and income are easy to report.

We support payroll bookkeeping and coordination with your payroll provider.

Pricing follows your bank accounts, payment platforms and staff size. Centers with more than 5 instructors or employees fit Complete, and each center receives a written estimate.

We work from the payout and payment reports it provides and match them to your bank deposits.

Yes. Each month you receive a profit and loss by program, a balance sheet, a budget against actual report and a cash flow report.

No. There is no long-term contract. You can change or cancel by email as your terms and programs change.

Yes. We record prepaid amounts properly and recognize them as they are earned.

Yes. We match payouts and fees to your bank deposits.

Yes. We prepare reports that make slow and busy seasons easier to plan.

Pricing follows your bank accounts, booking and payment platforms and staff size. You can upgrade, downgrade or cancel by email as your seasons change, and we confirm the price in a written estimate.

Yes. Every month you receive a profit and loss, revenue by service, an expense summary and a cash flow report.

No. There is no long-term contract. You can change or cancel by email, which suits a business with a busy and a quiet season.