• Do you work with small businesses only?

Yes, we specialize in helping small businesses stay organized and financially confident.

• How often will I get updates on my finances?

We provide monthly financial statements and a 30-minute meeting with your dedicated bookkeeper.

• Do you handle taxes?

Yes! We work with an expert accountant to prepare, review, and file your small business taxes.

• How do you charge for your services?

Pricing depends on the services your business needs. Contact us for a customized quote.

• Do you offer a free consultation?

Yes! We love meeting new clients and seeing how we can help.

• How do I send you my documents?

We provide a secure Dropbox portal for easy, safe document sharing.

• Who will I be working with?

You’ll have a dedicated bookkeeper, and all tax returns are reviewed by our expert accountant.

• How quickly can I get a response?

We respond to all client inquiries within 24 hours during the work week.

• Can you help me catch up if my books are behind?

Absolutely! We specialize in getting businesses caught up and organized, no matter the starting point.

• Can you help me start an LLC?

Yes! We handle formation, EIN registration, and keep track of renewals with the Secretary of State.

• Do you manage billing and payments for my business?

Yes, we provide full A/R and A/P support, sending invoices, collecting payments, and paying bills on your behalf.

• Can you manage my business’s payroll?

While we don’t currently offer full payroll services, we can help ensure your business is set up correctly for payroll processing and guide you on the right steps to stay on track. If you’re looking for a more hands-off approach, we’re happy to refer you to trusted local payroll providers.