Frequently Asked Questions

Yes. Every new client starts with a free consultation where we'll discuss your business, current bookkeeping process, challenges, and goals. If we're a good fit, we'll provide a recommendation and pricing.

We'll:

• Learn about your business.
• Discuss your bookkeeping challenges.
• Review your current bookkeeping system.
• Answer your questions.
• Recommend the best next steps.

Our bookkeeping services are priced based on the complexity of your business rather than a one-size-fits-all approach. Factors include transaction volume, number of accounts, payroll, sales tax, and whether catch-up work is needed.

Yes. We specialize in QuickBooks Online and can help new businesses get started, improve existing systems, or clean up inaccurate books.

Absolutely. Whether you're behind a few months or several years, we can organize your bookkeeping, reconcile your accounts, correct errors, and get your financial records back on track.

Most clients receive monthly bookkeeping services, including reconciliations and updated financial reports. We'll recommend a schedule that fits your business.

Yes. Your QuickBooks account belongs to you. You'll always have access to your financial information.

Yes. We specialize in contractors, trades, trucking, and service businesses. We understand the unique challenges these businesses face, including job costing, equipment purchases, cash flow, payroll, and sales tax.

Yes. Understanding your labor costs, overhead, and profit margins gives you better information when pricing future jobs and helps reduce the risk of underbidding.

Yes. By organizing your financial information and implementing job costing where appropriate, we can help you better understand which jobs and services contribute the most to your bottom line.

Yes. We work with businesses remotely using secure cloud-based tools, making it easy to collaborate no matter where you're located.

Absolutely. We believe bookkeeping and tax preparation work best together. We'll gladly coordinate with your CPA or tax professional to help ensure tax season goes as smoothly as possible.

Yes. We can help make the transition as smooth as possible by reviewing your current bookkeeping, identifying any issues, and creating a plan for moving forward.

Unlike firms that serve every industry, we focus on contractors, trades, trucking, and service businesses. Our goal isn't simply to organize your books—it's to help you understand your financials so you can make better business decisions, improve profitability, and stay prepared for tax season.

Bookkeeping is the ongoing process of organizing and recording your financial activity throughout the year. Tax preparation uses those financial records to prepare and file your tax returns. Accurate bookkeeping makes tax preparation much easier and often helps reduce costly mistakes.

Don't worry—we've seen it before. Many clients come to us after falling behind or struggling to keep up with their bookkeeping. Our job is to help you move forward, not judge where you're starting.