Resources
We've compiled a curated collection of resources aimed at helping you stay informed, make smarter financial decisions for your business and providing helpful tools and insights.
Frequently Asked Questions
Yes! We are a fully cloud-based firm. We use secure, modern tools to collaborate virtually, giving you real-time access to your financial data from anywhere.
Absolutely. We use encrypted platforms, secure client portals, and industry-standard best practices to protect your sensitive data.
Start by completing our client intake form. Then we’ll schedule a discovery call, review your current systems, and request access to relevant accounts and documents to begin building your customized proposal.
Yes, we specialize in QuickBooks Online (QBO). All of our bookkeepers are QBO Certified ProAdvisors, ensuring expert-level support and guidance. If you don’t yet have a QBO subscription, we will set one up for you. Whether you're starting fresh or optimizing an existing account, we work to ensure your QBO setup is accurate, efficient, and tailored to your business needs.
Yes! We specialize in clean-up and catch-up bookkeeping services for businesses that need to get their financial records back on track. Whether you've fallen behind or your books are disorganized, we can help restore order and accuracy.
Our clean-up projects involve a thorough review and correction of your financial data—identifying errors, reconciling accounts, and ensuring everything is properly categorized. If you've been operating without a bookkeeper or your records haven’t been maintained consistently, we’ll work to bring your books up to date so you have a clear and reliable financial foundation.
This process is often the first step before transitioning into ongoing monthly services, ensuring your financials are optimized and ready to support strategic decision-making.
We communicate through email, secure messaging in our client portal, and scheduled video calls. You’ll also receive clear guidelines and best practices for staying connected with your dedicated bookkeeper.
Our pricing is tailored to each client based on the scope of services, the complexity of your financials, and the level of support your business needs. After completing our discovery process—which includes a thorough review of your current systems and goals—we’ll provide a customized proposal outlining recommended services and a clear estimate of your investment.
We believe in transparent pricing and delivering value that supports your growth. Whether you need a one-time clean-up or ongoing monthly support, we’ll work with you to find the right fit.
Yes! We can help you create or optimize your chart of accounts to ensure it aligns with your business operations and reporting needs.
Absolutely. We deliver monthly financial statements including profit & loss, balance sheet, and cash flow reports. We also offer customized reporting based on your business goals.
Yes, we offer full-cycle accounts payable and receivable management, including bill entry, invoicing, and payment tracking.
We support payroll processing through integrated platforms and ensure accurate recording of payroll expenses. We also assist with contractor payments and 1099 preparation.
Yes! We work with a variety of cloud-based tools and can help integrate bookkeeping with platforms like Gusto, BuilderTrend, various bill payment platforms, and more.
Describe a feature you’d like to share about this company or highlWe offer flexible meeting schedules—weekly, monthly, or quarterly—based on your needs. You’ll also have ongoing access to your bookkeeper for questions and updates.ight a particular service it offers.
