Are we a good fit?

  • In the process of performing bookkeeping services, we exclusively use QuickBooks Online. We can help choose the right plan for your business, however, you will be billed directly and the fees for any QuickBooks Online products (or any other software) will be in addition to our monthly service fees. This way, you will always have ownership of your QuickBooks file, should we part ways.

  • We want your business to succeed and part of that success is ensuring that the financial portion of your business is run correctly and lawfully. This means you should have or be willing to get separate business bank and credit card accounts. In addition, you should not use your business accounts to purchase personal items (at least not on purpose). In addition, using your business account for personal expenses creates more transactions, which increases our fees.

  • We are SO ready to help! With our experience and expertise we will be able to take the stress of bookkeeping off your shoulders so you can concentrate on YOUR expertise!

How does this work?

We’ll ask you to complete our questionnaire about your business and to provide us access to your QuickBooks Online account (if you’re already signed up). If you don’t use QBO yet, we’ll need to view your business records in whatever form you’ve been using.

Please click this button:

Once we receive this information, we’ll review your business’ needs and create a proposal. We can meet via virtual conference or, if you’re busy, we can send a proposal video. Our monthly service fees are based on many factors including number of transactions, bank accounts, loans, etc. Clean-up fees are on a case-by-case basis depending on how many months need to be cleaned up and the complexity of the project. Clean-ups are billed in prepaid blocks of time.

If you agree to the proposal, you’ll be able to sign and set up recurring payment by credit card or ACH. Once we receive payment, we’ll get started!

Clients will get access to their own portal which will allow for easy communication, file sharing, and financials presentation. Below is an example of the portal.