FAQ

We use a flat rate fee per month, unless a one time service is requested. We can talk about your specific business' needs and figure out how we can best serve you. 

Getting started is simple! To give you the most accurate service, we’ll generally need a few key items during our onboarding process:

• Read-Only Access to Accounts: The most efficient way for us to work is through "read-only" access to your business bank and credit card accounts. This allows us to pull statements and view transactions without ever having the ability to move money or make changes.

• Access to Your Accounting Software: If you already use QuickBooks Online, you can simply add us as your accountant. If you’re starting from scratch, don’t worry—we can help you get set up!

• Prior Financial Records: We typically ask for your most recent tax return and year-end financial statements to ensure your opening balances are correct.

• A Brief Discovery Call: We love to start with a quick conversation to understand your specific business flow, your pain points, and how you prefer to communicate.

Our goal is to make the transition as seamless as possible so you can get back to running your business!

We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. We work remotely and utilize cloud based software for easy and secure document uploads and transfers.

We will have your financial reports delivered by the 10th of every month so that you can better plan for your business.

Don't worry about that. We aren't afraid of messy books--we're happy to get them back on track for you.