Frequently Asked Questions

We specialize in QuickBooks Online and Xero, the two leading cloud-based accounting platforms for small businesses. Whether you need a fresh setup, migration from another system, or cleanup of existing books, our certified specialists have you covered. We can also work with QuickBooks Desktop and help transition you to cloud-based solutions when you're ready.

Most clients receive comprehensive financial reports on a monthly basis, including Profit & Loss statements, Balance Sheets, and Cash Flow reports. We deliver these typically by the 15th of each month for the previous month, depending on timely receipt of your records. For businesses that need more frequent insights, we offer weekly or bi-weekly reporting options. All reports come with plain-English summaries so you understand exactly what the numbers mean for your business.

Our free 30-minute strategy call is designed to understand your business needs and assess how we can help. We'll discuss your current bookkeeping challenges, review your business structure, and outline a customized solution. There's no obligation — it's simply an opportunity to see if we're the right fit for your business. We aim to make every consultation valuable, whether or not we end up working together.

We offer transparent, flat-rate monthly pricing based on your business size and transaction volume — no hidden fees — any additional work beyond your plan scope is discussed and agreed upon before billing. Our model is flat-rate monthly pricing, not open-ended hourly billing. Our packages start with essential bookkeeping and can be customized to include tax preparation, payroll, and financial advisory services. During your free consultation, we'll recommend the package that best fits your needs and provide a clear quote before any commitment.

Yes! You can upgrade or downgrade your plan at any time. Changes will be reflected in your next billing cycle.

We offer flexible add-ons for additional transactions. Contact us to discuss your specific needs and we can create a custom package.

No long-term contracts required. We offer month-to-month services, though we do recommend a 3-month minimum to see the full benefits of our partnership.

Absolutely! We understand every business is different. Schedule a consultation to discuss a tailored solution for your specific requirements.