Find answers to common questions about our bookkeeping processes, onboarding, software integration, and pricing. Let's make your financial journey perfectly clear.
The onboarding process typically takes 1 to 2 weeks. During this time, we will gain secure "Accountant" access to your QuickBooks or Xero file, connect your bank feeds, collect necessary historical documents, and establish our communication workflow.
We usually require your previous year's tax return, recent bank and credit card statements, access to your accounting software (like QuickBooks Online or Xero), and details of any active loans or payroll systems you use.
No, we do not lock our clients into long-term contracts. Our monthly bookkeeping services are provided on a month-to-month basis. We believe in keeping your business through excellent service, not restrictive paperwork.
Our monthly service includes recording and categorizing all transactions, reconciling bank and credit card accounts, managing Accounts Payable (A/P) and Accounts Receivable (A/R) if requested, and delivering monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow).
We are specialized bookkeepers, not CPAs. However, we ensure your books are 100% "tax-ready" by year-end. We will work directly with your CPA or tax preparer, handing over clean, accurate financials so they can file your taxes efficiently and maximize your deductions.
We use clearing accounts to accurately match payouts from payment processors (Stripe, PayPal, Amazon Pay) to actual sales. We also properly separate gross sales, refunds, chargebacks, and platform fees so your revenue isn't distorted.
Yes. We partner with accounting and CPA firms to act as their back-office bookkeeping team. We deliver the work securely under your firm's brand, allowing you to scale your capacity without the overhead of hiring full-time staff.
Absolutely. Catch-up bookkeeping is one of our core specialties. We will import your missing bank data, categorize all historical transactions, reconcile every month, and generate the missing financial reports so you are completely up to date.
We conduct a deep audit of your Chart of Accounts, identify duplicated entries, resolve un-reconciled differences, clear out bloated "Undeposited Funds" accounts, and ensure personal expenses are properly separated from business expenses.
We are certified ProAdvisors for QuickBooks Online and certified partners for Xero. If you are currently using a different system or spreadsheets, we can help migrate your data to these industry-leading cloud platforms.
We take data privacy very seriously. We use bank-level encryption, multi-factor authentication (MFA) for all our software logins, and secure portals for document sharing. We never ask for your direct bank passwords; we use secure accountant access portals.
We offer fixed, transparent monthly pricing tailored to the size and complexity of your business. Pricing depends on factors like transaction volume, number of bank accounts, and whether you need A/R or A/P management. Check our Pricing Page for our standard packages.
Catch-up and clean-up projects are generally billed as a one-time flat fee. After a free consultation and a review of your books, we will provide you with a strict, upfront quote so there are no surprise hourly bills.
