FAQ

Questions we hear every week.

Honest answers, no jargon. If yours isn't here, the discovery call is free.

The short list.

Six of the most common things business owners ask us before signing on.

01

Do you work with QuickBooks Online, Xero, or both?

Both — plus Wave and FreshBooks. We'll meet you where your books already live and recommend a switch only if it actually saves you time or money.

02

How much does monthly bookkeeping cost?

Packages start at $295/month and scale with transaction volume.

03

What if I'm behind on my books?

That's our specialty. We rebuild from bank statements, receipts, and source documents — and most catch-ups are done within 3–4 weeks.

04

Will you talk directly to my CPA at tax time?

Yes. We hand off a clean, tax-ready file and answer your CPA's questions so you don't have to play middleman.

05

Are my financial records safe?

Bank-level encryption, two-factor auth, and a signed NDA on every engagement.

06

How quickly can we get started?

Most clients are onboarded inside 7 business days — the discovery call, a short engagement letter, and read-only access to your accounts is all we need to begin.

Still not sure? Ask in person.

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