Not at all! We actually love messy books. We will handle the full cleanup/catch-up for you so you can start fresh.
We don't charge by the hour. We provide a custom, fixed monthly price tailored to your business's specific needs and goals. You get a clear upfront quote, so there are never any surprise bills.
We specialize exclusively in Intuit QuickBooks Online. It protects your data with the same encryption used by the IRS and banks, so it is actually safer than keeping files on a laptop. As a Certified ProAdvisor, I manage your books directly in this secure cloud, so your information is always protected.
Very little. We handle the heavy lifting. You simply snap photos of receipts and email them to your dedicated QuickBooks address. This ensures every transaction has a digital paper trail, keeping you fully documented and audit-ready. Then, just join us for one focused review meeting each month. We do the rest.
We prepare everything your CPA needs. We provide audit-ready P&L and Balance Sheet reports for your quarterly and year-end filings. We also coordinate directly with your CPA to categorize expenses correctly, helping you maximize deductions and reduce your tax liability.