We handle monthly bookkeeping: categorizing income and expenses, reconciling bank and credit card accounts, and producing clear financial reports so you always know where your business stands.

No. We do not file tax returns. We prepare clean, organized financial records and reports that your tax preparer uses to file accurately and efficiently.

Yes. We coordinate with your tax preparer and provide the reports they need, which usually reduces questions, back-and-forth, and last-minute scrambling.

No. We do not process payroll or file payroll tax forms. If you already use a payroll service, we record payroll transactions correctly in your books so everything ties out.

We work with small service-based businesses, solo owners, and simple multi-employee businesses that want affordable, straightforward bookkeeping without unnecessary complexity.

Yes. Cleanup work is common. We’ll assess how many months you’re behind, get your books caught up, and then move you into ongoing monthly bookkeeping.

Very little. Most clients spend a few minutes per month uploading documents or answering occasional questions. We handle the ongoing work.

In most cases, yes. We use QuickBooks Online as our standard platform because it’s reliable, widely accepted, and easy to share with your tax preparer. Most clients use Simple Start or Essentials, and we can often help with discounted pricing.

We manage and pay for the QuickBooks Online subscription to keep everything centralized and properly administered. The discounted cost is built into your monthly fee and is typically lower than what you would pay directly, due to our QuickBooks ProAdvisor relationship.

That’s fine. We can work with your existing QuickBooks Online account, review the setup, and continue bookkeeping there — no need to start over.

No. We never ask for bank usernames or passwords. We use secure access, read-only connections, or statements — whichever you’re comfortable with.

We use QuickBooks Online’s built-in receipt capture and secure upload tools. You can take photos of receipts using the QuickBooks mobile app or upload documents from your computer. No additional software or subscriptions are required — everything is provided and included as part of our service.

You’ll receive clear, easy-to-read reports such as a Profit & Loss statement, Balance Sheet, Cash Flow Summary, and categorized expense reports. These show how much you’re making, where money is going, and the overall financial health of your business.

Yes. Clean bookkeeping shows where money is coming from, where it’s going, and whether your business is truly profitable — not just busy.

We review your activity at least once a year to make sure your pricing still fits your business. If your volume goes up or down, we’ll adjust the plan so you’re not overpaying or under-covered, and we’ll tell you upfront if your needs move outside our scope.

We keep costs low by using efficient workflows, affordable tools, and focusing on small businesses that don’t need overbuilt or enterprise-level bookkeeping.

We include these tools because small businesses need more than clean books — they need help staying organized, following up with customers, and bringing in revenue. The tools are provided at no additional cost to reduce overhead and eliminate the need for multiple paid subscriptions.

No. The tools are optional. Some clients use them heavily, others don’t use them at all. They’re included as added value, not a requirement.

The marketing tools are offered free, optional, and as a courtesy to our bookkeeping clients. We do not provide ongoing training or setup services for these tools. They are powered by GoHighLevel CRM, which offers an extensive self-help video library and documentation for learning how to use them.

Upon request, we do provide one introductory walkthrough session to help new clients understand what tools are available and how to access them. Details about tool availability, use, and limitations are outlined in our Terms & Conditions.

No. Our services are month-to-month, with no long-term commitments. You can cancel at any time and keep your records and reports.