My books are a complete mess. Can you still help?

Absolutely. We’ve seen it all from shoeboxes full of receipts to bank feeds that haven't been touched in a year. We offer a "Catch-Up & Clean-Up" service to get your past records accurate and balanced before we move into monthly maintenance. There’s no judgment here, only solutions.

2. Why do I need a bookkeeper if I already have a CPA?

Think of it this way: Your CPA is like your tax surgeon they handle the big annual procedures. We are your primary care physicians. We manage your financial health every single day. By having a bookkeeper, your CPA gets clean, organized data at year-end, which usually saves you a significant amount in tax preparation fees.

3. Which accounting software do you use?

We specialize in QuickBooks Online and Xero. These cloud-based platforms allow us to collaborate with you in real-time, integrate with your point-of-sale (POS) systems, and give you 24/7 access to your financial data from your phone or laptop.

4. How much does your service cost?

Every business is different, so we don’t believe in "one size fits all" pricing. Our fees are based on the volume of transactions and the complexity of your business (e.g., if you have employees or multiple inventory locations). After our initial consultation, we provide a transparent, fixed monthly quote so you never have to worry about hourly billing surprises.

5. Will I lose control of my money?

Not at all. You maintain 100% control and ownership of your accounts. We have "view-only" access to your bank statements and "accountant" access to your software. We do not have the authority to move money or sign checks; our job is to record and report, keeping you in the driver's seat.

6. How often will we communicate?

At a minimum, you’ll receive a Monthly Financial Reports including your Profit & Loss statement and Balance Sheet. However, we are your partners; you can reach out via email anytime you have a question about a specific expense or a financial decision you’re weighing.

7. Do you handle sales tax?

Yes! For our retail clients, we take the headache out of sales tax. We track what you owe across different jurisdictions and ensure your filings are accurate and on time so you can avoid those pesky state penalties.