Behind on your books?
We've seen worse.
Our clean-up service has restored order to records dating back years — and we get it done before you move to monthly service.
No — we focus entirely on bookkeeping and accounts payable. Our job is to keep your books clean and accurate year-round so your CPA has everything they need. Our Scale tier includes Tax-Ready prep to make that handoff seamless.
Primarily QuickBooks Online, but also Xero. We come to your existing software — no switching required. Our Software & Integration services can also connect apps like Stripe, Square, Shopify, Gusto, ADP, and more.
Yes — this is one of our most common starting points. Our Diagnostic & Clean-Up service is built exactly for this. We assess the backlog, give you a transparent fixed quote, and get everything accurate before transitioning into ongoing monthly work.
It's based on your monthly transaction volume. Essential covers 0–50, Growth covers 51–150, Scale covers 151–250. We'll count them together on your free consultation and recommend the right fit — many clients start on Essential and move up naturally as they grow.
We correct it at no charge. Accuracy is the foundation of everything we do. We build reconciliation and review checkpoints into every monthly cycle. If it's our error, we fix it — full stop.
Most clients are fully onboarded within 3–5 business days. We connect to your QuickBooks account, link bank feeds, and configure your Chart of Accounts. After that, everything runs on a clean monthly cycle and you don't have to think about it.
Yes. We access your books exclusively through QuickBooks' official accountant portal using bank-level encrypted connections. We never store your credentials, and you retain full visibility and control over your account at all times.
