We currently use QuickBooks Online (QBO) as our primary software. Coming soon—Xero!

We specialize in serving small and medium-sized service-based businesses, including tradespeople, beauty and wellness professionals, and more.

Tax preparers advise on and file your taxes. Bookkeepers do the ongoing work to keep your books accurate and tax-ready. While some tax pros offer bookkeeping, they often charge significantly more. Having a dedicated bookkeeper keeps your records current and helps you understand your financial position year-round, so you can make better business decisions.

Yes! We are a fully virtual firm and work with small business owners across the U.S.

Each package is designed based on the size of your business and your need for communication and reporting. If you’re just getting started and only need compliance-level support, the Starter package may be the best fit. For growing businesses that want regular updates and more insight, the Growth or Pro packages will offer more value. If you're unsure, feel free to reach out—we're happy to help guide you.

The Diagnostic Review is a one-time deep dive into your current bookkeeping system. It identifies issues, gaps, and opportunities before we begin ongoing work. This helps us ensure your books are clean and accurate before moving forward.

A/P refers to bill management—paying vendors and suppliers on your behalf. A/R involves matching client invoices to payments and helping you track what’s owed to you.

Yes—for clients using A/P support. We’ll collect and track W-9s for all vendors and contractors to ensure accurate 1099 filings.

No. We are not tax preparers. However, we provide a detailed year-end package for your CPA or tax professional, making tax season much smoother.

We help with payroll setup and processing through a third-party platform like Gusto. This includes employee onboarding, pay runs, and compliance filings. Clients are responsible for the payroll app subscription.

Absolutely. We offer à la carte add-ons so you can customize the support you need. You can start small and add more as your business grows.

We prefer to communicate through our secure client portal, but you can also reach us via email (response time up to 2 business days), or schedule a call via our service calendar.

We require 30 days’ notice to cancel monthly services. Clean exit and handoff are included to ensure a smooth transition. Clear engagement terms will be provided, and will need to be agreed to, before any work begins.

Absolutely. We treat all client information with the utmost confidentiality. Our full confidentiality policy is outlined in our service agreement.

All services are prepaid before any work begins. Once the work is completed, it cannot be undone—so we require payment upfront to protect the integrity of our time and service.

No! All pricing is transparent. However, app subscriptions (like QuickBooks Online, Gusto, or other third-party platforms) are not included in our service fees. Clients are responsible for their own subscriptions unless otherwise agreed upon. Discounts may be available if you sign up for QBO through us.

Click Book Now (or any CTA) and choose your language on the Which Language page. Complete the short pre-qualifier form.

• If we’re a fit, you’ll land on the Yes — We’re a match page with our scheduler—book your discovery call.

• If it’s not a match, we’ll show next steps and a link to our waitlist.