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Client FAQ

What services do you provide?
We offer full-service bookkeeping including monthly reconciliations, financial statement preparation, accounts payable and receivable tracking, payroll coordination, and year-end support for tax filing. We also handle historical cleanup work and can consult on process improvements.
After signing the engagement agreement, we’ll schedule an onboarding call to gather access, documents, and any background needed. We’ll also walk you through what we need monthly and what you can expect from us in return.
We offer both flat-rate monthly packages and hourly project work. Cleanup or catch-up work is usually billed hourly. Ongoing services are priced after we’ve reviewed your books and understand the complexity and time involved.
Typical monthly services include bank and credit card reconciliations, categorization of transactions, financial statement delivery, communication for missing items or clarifications, and year-end support for your CPA. Weekly service includes consistent check-ins, bank activity review, and real-time updates where possible.
Yes. If you already have a QuickBooks Online subscription, we’ll work within that account. If you don’t have one, we can help you choose the right plan and set it up.
Yes. You’ll need to respond to occasional information requests, upload bank statements or receipts, and keep us informed of any significant changes in your business. The more responsive you are, the better your books will be.
We primarily communicate by email, but we’re available for scheduled calls or video meetings as needed. We keep our communication tight and focused to avoid unnecessary delays.
That depends on the state of your books and how responsive you are with requests. We’ll give you a rough estimate at the start, and we aim to complete most cleanup projects within 2 to 3 weeks.
No. We’re not a tax firm. However, we work closely with your CPA or tax preparer to ensure your books are accurate and complete, making tax season smoother for everyone
We don’t run payroll directly, but we support popular platforms like Gusto, QuickBooks Payroll, and ADP. We can coordinate entries, reconcile payroll reports, and ensure everything ties out.
We’ll help you catch up, whether you’ve missed a few weeks or a few years. Just let us know what’s going on-we’ve seen it all, and we’re here to help without judgment.
You can cancel at any time with written notice. We don’t lock clients into long-term contracts. If you’re unhappy, we want to know why-but you’re free to leave if it’s not working for you. 
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