Common Questions
How do you handle my bookkeeping?
We start by listening. We discuss your business, your goals and the challenges you face, then tailor a bookkeeping plan to your specific needs. From cleanup and account reconciliations to ongoing monthly support and clear financial reports, we agree on the services and communication that work for you.
Do you offer tax preparation?
Yes. We start with a conversation to understand your business or individual filing needs, answer your questions and review your unique situation. We tailor the preparation process to you and agree on scope, timing and pricing before work begins.
What is your QuickBooks setup process?
We begin by learning how your business works. We tailor your chart of accounts, bank feeds, workflows and reports to your specific needs, then provide personalized teaching and training so you feel confident using QuickBooks Online. We also help migrate from QuickBooks Desktop to QuickBooks Online.
How do I get started with your services?
Use GET STARTED to tell us a little about your business and what you need. We will listen, discuss your goals and outline the next steps in a plan tailored to you.
