Frequently Asked Questions

  • There are endless benefits to hiring a bookkeeper. A bookkeeper's job is to record, categorize, and keep track of your daily transactions. This helps you have a clear understanding of where you make and spend the most money. In addition, it helps you focus on your core business tasks and prepares you for a stress-free tax season.

  • No matter how small your business is, it is always important to know your business's financial standing every month. This monthly information can help you make important decisions like pricing, investments, and hiring employees.

  • Accountants and bookkeepers often work together to support different aspects of a business's finances, but their roles and skill sets are different.

    Bookkeepers focus on day-to-day financial recording and reporting, complementing a CPA's tax planning, forecasting, and analysis.

  • In the words of Japanese professional organizer Marie Kondo, "I love mess!"

    Our clean-up or catch-up services will get you up to date. We will help fix inaccurate records from the past, correctly categorize transactions, and bring your reconciliations to present time.

    We'll discuss the details for your specific situation, do an assessment of your books, and then work on getting them all cleaned up!

  • Our monthly packages begin at $299/month and increase depending on your business needs, size, and complexity of transactions and expenses.

    A one-time onboarding fee (or new business set-up fee) of $250 will be applied to all monthly packages. If business is in need of a clean-up project, then the clean-up fee will replace the onboarding fee.

    All monthly clients will be billed on a recurring subscription basis.

    Clean-up services cost will vary depending on how far behind you might be and the current state of the books.

    • Schedule a FREE consultation through this website. On this call, we will discuss your business and how we can help. After the call, you will receive a personalized proposal.

    • Start the Onboarding Process. Once we decide to work together, you will receive a list of necessary documents we'll need to get started on your bookkeeping services. We will need a lot of communication during this part, but once this step is done, you can relax!

    • Begin Working Together. We'll begin your bookkeeping services that were agreed upon. You will be sent your monthly reports straight to your inbox.