Common Questions

We organize your income and expenses, handle all financial records, and provide monthly profit and loss statements — all of which makes filing your taxes much simpler each year. You get clear reports, so you always know where your business stands financially and we’ll point out trends and additional analysis so you can make smart, confident business decisions.

Our standard pricing is listed on the services page. After a consultation, prices might be adjusted if your business is quite small; you will only pay for what helps your business most, and the value of not having to worry about your numbers.  We are always clear about pricing before starting the work and if you’re not satsifed, you can cancel with 60 days notice. 

Until tax season 2027, we will prepare your books and financial reports for other CPAs. After we secure the IRS Enrolled Agent certification, we will be able to file your business taxes and represent you if you are audited. 

We keep your financial information safe by using secure systems and strict privacy rules. Only trusted team members have access, and we never share your details with anyone without your permission. Your privacy is always our top concern.  Details are given in the Engagement Agreement we will sign before work starts.

We track charges and revenue each week, balance bank and credit card statements, then supply you with monthly reports.   You are always free to log into QuickBooks to see the status more often, if you need to. 

Yes, we’re delighted to work with your current accountant or tax preparer. We coordinate with them to make sure your records are organized and accurate. Our goal is to make things easy for you and your business.

We get you ready for tax season by making sure your records are complete and organized. We gather all the information you need and handle the paperwork, so you can file your taxes easily and on time.
Yes, we can help if you are behind on your bookkeeping. We review your past records, catch up on missing information, and organize everything for you. You will have up-to-date books and a clear view of your finances.
We offer help all year, not just during tax season. You can count on us for bookkeeping, tax questions, and other support whenever your business needs it. This way, you are always prepared and never have to worry about your finances.
Yes, we can work with businesses in any industry. No matter what type of business you have, we tailor our bookkeeping and tax services to fit your unique needs, so you always get reliable support.
If you need to reschedule or cancel an appointment, just let us know as soon as you can. We are flexible and will work with you to find a new time. There are no fees for changes if you give us advance notice.

As we outline details in the Engagement Agreement, payment details will be sorted.  Companies on monthly retainers will pay us the 1st of each month credit card, check, bank transfer, or other agreed methods.

First, please let us know details of your dissatisfaction.  If you are still not happy after we make every effort on your behalf, you can always cancel with 60 days notice. 

If you miss an appointment without letting us know ahead of time, there may be a small fee. If you give us notice in advance, there is no charge for rescheduling or canceling. We try to be fair and flexible to fit your needs.