Questions answered.
No jargon.

Start with a free 30-minute consultation. We'll learn about your business, current books, and what you need — then recommend the right service plan. No commitment required.

For most businesses, onboarding takes 1–3 business days. We connect to your accounting software, import your transactions, and assign your dedicated bookkeeper. If you're starting from scratch or need catch-up work, it may take slightly longer.

We work primarily with QuickBooks Online and Xero. We also support Wave, FreshBooks, and Sage. If you're not on any platform yet, we'll help you choose and set up the right one.

No long-term contracts. Our services are month-to-month. You can upgrade, downgrade, or cancel with 30 days notice.

Every month we import and categorize all transactions, reconcile your bank and credit card accounts, and deliver your P&L, balance sheet, and cash flow statement — reviewed and signed off by your dedicated bookkeeper.

We connect to your bank feeds and card accounts to pull transactions automatically. For receipts, you can forward them via email or use a receipt-capture app we connect to your account. Everything gets organized and matched.

You get one dedicated bookkeeper who learns your business. They're your primary contact and handle your account every month. You'll always know who you're talking to.

We do both. Our Tax Reporting service covers federal and state return preparation, quarterly estimated tax calculations, and coordination with your CPA if needed. We also handle IRS correspondence.

Yes. We prepare all required documentation, organize your records, and can coordinate with your CPA or tax attorney throughout the audit process. Our clean, well-organized books make audits significantly less stressful.

We track deductions proactively, flag potential tax savings when we see them in your books, and provide quarterly updates on your estimated tax position — so you're never surprised at year-end.

Our pricing is fully customized based on the size, type, and specific needs of your business — every business is unique. We require a brief discovery call to understand your transaction volume and service needs before providing an accurate quote. Schedule a free consultation to get your personalized price.

To begin, we typically need your bank and credit card statements, a list of regular expenses, and your business structure details. We'll walk you through exactly what's needed during onboarding.

Absolutely. We assist with transitions at any time of year — gathering your prior records, updating your books, and making sure nothing is missed. Mid-year switches are common and we handle them smoothly.

Monthly — including profit & loss statements, balance sheets, and cash flow statements. Custom reporting frequency is available depending on your plan.

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We connect to bank feeds via read-only API access — we can never initiate transactions. Access is limited to your assigned bookkeeper and reviewed by our security team quarterly.

No. Your financial data is never sold, shared with advertisers, or used for any purpose other than delivering your bookkeeping and accounting services. Full details are in our privacy policy.

You retain ownership of all your financial data. We'll export everything to you in a format compatible with QuickBooks or Xero before closing your account. We retain encrypted backups for 7 years as required by law, then permanently delete them.