We primarily work in QuickBooks Online, which we recommend for most small businesses. If you're using something else, we'll let you know upfront whether it's a good fit or suggest a migration path.

No. A lot of our clients come to us behind on their books — that's normal. We'll assess where things stand in our first conversation and give you a realistic plan to get current.

Our bookkeepers charge by the hour, so you only pay for what you need. We can start small and scale up as your business grows. Book a free strategy chat to get a sense of what your scope looks like.

A bookkeeper keeps your records current and accurate month to month. A CPA files your taxes and provides higher-level financial advice. We work alongside your CPA — they get clean, organized books from us, which typically saves you money on their bill.

Yes, and we do it regularly. We'll make sure your books are reconciled, categorized, and packaged the way your CPA needs them at tax time. If you don't have a CPA yet, we can point you toward someone.

We start with a free strategy chat to understand your current setup, volume of transactions, and what's fallen behind. From there we'll scope the work, agree on hours, and get access to your accounts. Most clients are up and running within a week.

You'll get monthly reports delivered directly — typically a profit and loss statement, balance sheet, and cash flow snapshot. We'll walk you through them if you want context, or just send them over if you prefer to review on your own.

We manage payroll processing and expense tracking. For payroll tax filing specifically, we'll make sure everything is organized and ready — and can coordinate with your CPA or a payroll tax specialist if needed.