We’d handle all the monthly bookkeeping tasks that tend to pile up when you're busy running your business. That includes categorizing your transactions, reconciling your accounts, making sure everything is organized and accurate, and sending over clear monthly reports so you know exactly where your business stands financially. You’ll still have visibility, but we’ll make sure it’s all done right and on time.

Not at all. Everyone starts out just like you—handling everything on their own until it became too time-consuming or uncertain. Whether you’re making a few thousand a month or approaching the $1M mark, we believe every business deserves organized, reliable books. No business is too small for us to help you with your bookkeeping needs.

Yes, QuickBooks Online is our main platform, and we’re Certified ProAdvisors. If you’re already using QBO, we’ll review your setup and make sure everything is working efficiently. If you’re not sure which version you’re using—or whether it’s even the right fit—we can help you figure that out too.

No, we work with clients remotely across the U.S. You’ll always have a direct line of communication with us, and your monthly reports and support will be just as consistent and personal as if we were right down the street.

f managing your books is taking up too much of your time, if you're not 100% confident in your numbers, or if you dread doing it every month, you're probably more than ready. A bookkeeper gives you time back and peace of mind. You focus on growing the business—you let us handle the numbers.

We work on a month-to-month basis. No long-term contracts. We just ask that you give us 30 days’ notice if you ever decide to pause or end services.

Yes—we start by reviewing your books in detail, cleaning up anything that needs attention, and getting your QuickBooks Online file organized. That includes reviewing your chart of accounts, making sure bank and credit card feeds are connected properly, and establishing a monthly process that works for you. If there’s clean-up work to be done, we’ll talk through it and include it in your onboarding plan.

Absolutely. While we don’t prepare tax returns, we’ll make sure your books are accurate and up to date so your CPA or tax preparer has everything they need—on time and neatly organized. You won’t have to scramble at year-end to figure out where anything is.