Frequently asked questions
Frequently asked questions
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Do I need to be a QuickBooks expert to work with you?
Do I need to be a QuickBooks expert to work with you?
Not at all. We handle the system setup, transaction categorizations, and reconciliations behind the scenes in QuickBooks Online. You just focus on running your business—we keep the books running in the background.
How do you get access to my bank accounts?
How do you get access to my bank accounts?
We use secure, view-only bank connections inside QuickBooks Online or view-only accountant access through your bank portal. We will never ask for your personal online banking passwords, and we cannot move or withdraw funds from your accounts.
What if my books are months (or years) behind?
What if my books are months (or years) behind?
Don't worry—you don't need to fix them before reaching out. We offer one-time Historical Cleanup (for existing accounting files) and Catch-Up Bookkeeping (for untracked books built from scratch) to get your records completely balanced before monthly service begins. (Fees Apply)
How much work is required from me each month?
How much work is required from me each month?
Very little! Because daily bank transactions sync automatically, your day-to-day involvement is minimal. We only reach out if we encounter an unusual high-value purchase ($2,500+), new loan paperwork, or an unidentifiable transaction.
Why do you flag purchases over $2,500?
Why do you flag purchases over $2,500?
Purchases over $2,500 are categorized as capital assets on your balance sheet rather than routine expenses. Proper tracking ensures your CPA can apply the correct tax depreciation rules at year-end.
Do you prepare or file my tax returns?
Do you prepare or file my tax returns?
No. We are a dedicated bookkeeping firm, not a CPA or tax preparation firm. We focus exclusively on keeping your monthly books accurate and reconciled so your CPA can file your taxes quickly without charging you expensive cleanup fees.
Can you work directly with my CPA at tax time?
Can you work directly with my CPA at tax time?
Yes! With your permission, we deliver clean, audit-ready financial statements directly to your tax preparer at year-end and answer any record-keeping questions they may have.
How does billing work?
How does billing work?
We charge a simple, flat $300/month base rate for core bookkeeping, plus any optional add-ons you choose. Monthly retainers are billed automatically via secure ACH or credit card on the 1st of each month.
Are there long-term contracts?
Are there long-term contracts?
No long-term lock-in. Our monthly retainer services run on a month-to-month basis. You can adjust your add-on services or cancel with a standard 30-day notice.
How do I get started?
How do I get started?
Starting is simple! Schedule a quick 15-minute discovery call with us. We’ll review your current setup, determine if we’re a good fit, send over our online agreement, and get you onboarded in a few simple steps.
If you've got questions, we've got answers.
If you've got questions, we've got answers.
Contact us at [email protected]
please allow for 24-48 hours for a response
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