A bookkeeper handles day-to-day financial transactions, bank reconciliations, and monthly reports. An accountant typically focuses on tax filing and strategic planning. Bookkeepers keep the financial engine running smoothly so accountants can do their job effectively.

You may need:
* Clean Up if you’ve missed several months or years of bookkeeping entirely, and your books contain errors and are inaccurate.

* Catch Up if your books are up to date but you have not entered information in months.

* Both if your books are behind and incomplete, and the data that’s already in there has errors and is inaccurate.

We work with a variety of small businesses, including home services (plumbers, electricians, etc.), restaurants, professional services firms, online businesses and solopreneurs.

While software helps with data entry and automation, a bookkeeper ensures your records are accurate, reconciled, categorized correctly, and compliant with tax laws. We turn your raw numbers into meaningful insights. We are Certified Quickbooks ProAdvisors.

It depends on your business needs. Most clients opt for monthly services to keep books clean and ready for taxes. Others, especially high-volume businesses, may need weekly attention. We will discuss with you during our "discovery meeting".

We use encrypted, cloud-based platforms, two-factor authentication, and strict internal policies to ensure your financial data is safe and confidential. For example, DO NOT send us ANY information via email. All of our clients send information thru the Quickbooks portal. This ensures all of your information is protected. Remember, sending ANY information sent via email is like sending physical mail with a clear envelope. DON'T DO THAT!

Absolutely. We specialize in cleanup projects—whether you're months or even years behind, we’ll get your books current and accurate, fast. Our team has specialize training, specifically in clean up projects. See, you have to be the BEST to do clean up work because you have to be an expert in several different areas/scenarios. Make sense?

Pricing depends on the size and complexity of your business, but we offer flat-rate packages so you always know what you’re paying—no surprise invoices.

This is wonderful news for you because some of our clients really complained about about bookkeepers inflating hours. You do not have to worry about that with us. One flat rate each month!

Yes! We work with Quickbooks Online, so you can access your real-time financials from anywhere, anytime, 24/7. Make sure you install the proper Quickbooks app, from the app store...which is 100% FREE!

Definitely. We can collaborate with your accountant or CPA to ensure year-end tax prep is smooth, accurate, and hassle-free. Much of our staff members are CPAs (including our Managing Director) and we understand things from the CPA's and Tax Preparer's point of view.

Just a quick discovery call, and a 30 minute discussion about your current bookkeeping situation. We handle the rest! You are in good hands!