FAQs

What are the fees?

We offer a flat monthly rate. Once we learn more about your business and what you need, we’ll work together to find the best fit.

What if my books are behind schedule or they need a clean-up?

If things are a little messy or behind, we can help clean it all up and get you back on track. We’ll chat through your situation and come up with a game plan that fits your needs.

What if I need tax preparation?

We currently don’t offer tax preparation, however, we can refer you to our tax preparer who is a tax specialist and an EA.

What are the things I’ll need to know if we work together?

Once you decide to work with us, we’ll send a welcome packet with all of the onboarding information and the documents we’ll need, followed by an email to schedule a video call to discuss the process and answer any additional questions.

Are there any services you don’t offer?

We currently don’t offer: Legal business advice, tax preparation, manual payroll (we work with 3rd party payroll companies like ADP, Gusto, etc.), and on-site bookkeeping.