Perfect for small businesses with simple financial setups. If you manage only a couple of accounts, have modest revenue, and keep monthly expenses in the $10K range, this plan is built for you.
Perfect for businesses in growth mode. If your team is expanding, you’re handling several bank and credit accounts, seeing rising revenue, and your monthly expenses are in the $25K range, this plan is a great fit.
Ideal for established businesses with more sophisticated financial operations - higher revenue and expenses that demand dedicated time, expertise, and in-depth management to keep everything running smoothly and strategically.
Of course! Our free introductory consultation is designed exactly for this, we'll take the time to understand your business, explain what's included in each tier, and help you choose the ideal fit without any pressure.
It’s straightforward and stress-free. After signup, we’ll help you securely link all your financial accounts to QuickBooks Online so everything flows smoothly between you and our team. From there, your bookkeeper handles the heavy lifting: monthly account reconciliations, accurate transaction categorization, preparing your key financial reports (like profit & loss and balance sheet), and applying adjustments as needed for accuracy and tax readiness.
We design the process to be as hands-off as possible for you, with only rare requests for your input on ambiguous items. Provide us with your monthly documents, and we’ll have your books complete and delivered within 15 days—ensuring everything is polished and ready well before the next month begins.
We use QuickBooks Online—the leading cloud-based accounting platform trusted by millions of small businesses. It provides the most robust set of tools to track income, expenses, invoicing, payroll, and more, helping you manage your entire financial picture in one secure place.
Your books live in your own QuickBooks Online account, accessible anytime from any computer or device via your personalized portal. You'll have full visibility to run reports on demand, share them easily with partners, lenders, or your accountant, and export data as needed.
We deliver standard monthly reports (like profit & loss, balance sheet, and cash flow) directly to you and are always available to create custom or ad-hoc reports tailored to your questions.
Absolutely—we're experienced with both cash and accrual accounting methodologies and can set up your books using whichever method best suits your business. If you're unsure about the right choice, we'll walk you through the benefits and considerations of each during your complimentary initial consultation to ensure your financials are accurate, compliant, and optimized for your situation.
Your data stays completely under your control. Unlike many other bookkeeping services, we never own or restrict access to your QuickBooks Online account—you do. When you cancel, you simply remain the sole owner of your QuickBooks login and all your financial records. QuickBooks provides a straightforward, built-in process to remove our team as collaborators (we'll even guide you through it if needed), so you can continue managing your books yourself or seamlessly transfer access to a new bookkeeper or accountant. No data is lost, locked, or held hostage—everything remains yours and fully accessible.
Yes, you'll need your own QuickBooks Online account to use our services, as we work exclusively within the QuickBooks platform. Current pricing and plan details are available directly on Intuit's site: https://quickbooks.intuit.com/pricing/. Before you sign up, please reach out to us first—we have a strong partnership with Intuit and may be able to secure discounted rates or promotional offers not available to the general public, helping you get the best possible deal.
