❓ Frequently Asked Questions (FAQ)

  • Answer: Bookkeeping is the day-to-day work: recording and categorizing transactions, reconciling bank accounts, and managing accounts payable and receivable. Accounting is more strategic: a CPA uses the finished books to provide high-level analysis, tax planning advice, and file your annual tax returns. We get your books CPA-Ready, ensuring their job is quick and accurate.

  • Answer: Most small business owners spend between 5 to 10 hours per week on financial administration, which takes time away from serving customers and generating revenue. By outsourcing to us, you effectively reclaim that time, allowing you to focus entirely on growth, strategy, and enjoying your business.

  • Answer: Yes, absolutely. We offer a one-time Bookkeeping Cleanup service tailored to your needs. During this project, we'll organize, categorize, and reconcile your past transactions to bring you completely up-to-date and seamlessly transition you into one of our ongoing monthly service packages. This service is quoted separately during your initial consultation.

  • Answer:

    • Our Basic Services are ideal for startups and solopreneurs with simple cash flow and lower transaction volume (typically under 100/month).

    • Our Intermediate Services are best for growing businesses that have regular vendors, need invoicing support, and have sales tax obligations.

    We will confirm the perfect fit for your specific needs during your free, no-obligation consultation!