Frequently Asked Questions

We do not prepare or file taxes directly, as our primary focus is on delivering high-quality bookkeeping, financial reporting, and advisory services. By dedicating our time and expertise to maintaining accurate, up-to-date financial records, we ensure your books are fully prepared for tax season. We’re happy to connect you with a trusted CPA from our network or collaborate with your existing tax professional to ensure a smooth and efficient filing process. Our goal is to make sure your books are tax-ready, organized, and fully compliant when it’s time to file.

We exclusively use QuickBooks Online, as we believe it’s the most robust and versatile platform for small business bookkeeping. Specializing in QuickBooks allows us to work more efficiently, implement best practices, and provide deeper support tailored to your business.

Yes, we offer a free initial consultation to understand your business, assess your needs, and explore how we can best support you. This no-obligation session gives you an opportunity to ask questions and determine whether our services align with your goals.

The cost of our services varies depending on the type and complexity of the work involved. We offer competitive pricing and will provide a free quote for any project.

Absolutely. We specialize in setting up accounting systems from the ground up, including chart of accounts creation, initial data entry, bank feed connections, and process automation. Whether you're starting a new business or transitioning from spreadsheets, we ensure a clean, compliant, and scalable setup.