Frequently Asked Questions

Not at all — that's our job, not yours. You keep your existing logins and bank access; we connect to your QuickBooks, set everything up, and take it from there. Most clients spend less time on bookkeeping after hiring us than they did before.

As little as two business days. We connect to your QuickBooks and get started right away — if your books need cleanup, the exact timeline depends on how far behind they are, and you'll get a clear timeline with your free evaluation.

If your business earns money, your books matter — and smaller businesses often see the biggest difference. Clean books mean smarter tax positioning and knowing exactly where your money goes, no matter your size.

You're never locked in. Your first month is risk-free, and when we bill monthly, you can cancel at any time — or, if you'd rather commit, we also offer the full-year plan. If something isn't right, we make it right.

Yes — cleanup is one of our core services. We'll go through your books, give you a detailed report on exactly what's causing the problems, and include a free estimate to put them right.

You can — but every hour in QuickBooks is an hour not spent running and growing your business. Our goal is simple: within about two months, you should be spending around 15 minutes a month on your books instead of whole evenings. And as a Certified QuickBooks ProAdvisor, we catch categorization mistakes that quietly cost you at tax time.

Ask yourself three questions: Do you get personalized reports that actually tell you something useful? Is your bookkeeper proactively looking for tax savings? Can you reach them directly when you have a question? If any answer is no, it's worth a free second opinion.

Your CPA typically works with the numbers you hand them — they rarely clean up day-to-day books or manage your transactions. Clean, accurate books mean your CPA bills fewer hours untangling things, and your tax return goes in confident instead of stressful. We work alongside your CPA, not in place of them.

Your tax return will be spotless. If any problem comes up because of our work, we handle it — free of charge. That's how we put our name behind every set of books we touch.

We deliberately keep our client list small so every business gets real attention. We only accept a couple of new clients each month — if you're thinking about it, book a free consultation now.