FAQs
Welcome to our FAQ section! Here, you’ll find quick answers to common questions about our services, pricing, and how we work with small businesses.
General Questions
We provide expert bookkeeping, transaction processing, and financial management solutions, including:
- Monthly bank and credit card reconciliations
- Financial reporting and cash flow forecasting
- Strategic accounting insights
- Vendor and invoice management
- Add-on services like QuickBooks setup and job schedule preparation
No, we do not offer tax preparation or assurance services (audit/review). However, we can collaborate with your tax professional or refer you to a trusted partner.
We provide more than just bookkeeping—our hybrid approach integrates automation with hands-on financial strategy. Unlike software-only solutions, we offer:
✔ Personalized service & dedicated support
✔ Fixed-tier pricing with no hidden fees
✔ Strategic financial insights beyond basic bookkeeping
- Monthly Services: A 30-day notice is required for cancellations.
- Prepaid Services: No refunds are issued after the 45-day trial period. However, any unused months will be converted into service credits.
No, we do not provide payroll services. However, we can refer you to trusted payroll service providers.
Pricing & Packages
- Essential Plan – Basic bookkeeping & reports
- Professional Plan – Enhanced reports & quarterly reviews
- Strategic Plan – Advanced financial insights & monthly reviews
No! We offer flexible, month-to-month agreements with no long-term commitment. However, we hope to build long-lasting relationships with our clients and are confident in developing a strong partnership that keeps you with us for the long term.
Yes! We provide exclusive benefits for clients who commit to a prepaid 12-month agreement:
✔ 45-day trial
✔ Prepayment discounts for long term commitments
Additionally, we may offer special discounts throughout the year, and we’ll make them available when applicable.
To stay updated on promotions, contact us or follow us for announcements.
Add-On & One-Time Services
Yes! Once you sign up for one of our plans, you’ll also have access to a additional services, including:
- Additional job schedule preparation
- Full invoice processing & collections
- Vendor bill management & payment processing
- QuickBooks Online setup & data migration
For a customized quote, contact us.
Yes! We offer QuickBooks Online setup and data migration services to help businesses transition smoothly.
Support & Client Experience
Our response time varies based on your plan:
✔ Essential Plan – 5-day response time
✔ Professional Plan – 2-day response time
✔ Strategic Plan – Same-day response & a dedicated account manager
For urgent matters outside business hours, please reach out, and we’ll do our best to assist as soon as possible.
We prioritize client confidentiality and data security by using:
✔ Encrypted storage solutions
✔ Secure client portals for document sharing
✔ Industry-standard data protection measures
Getting Started
Getting started is simple!
- Schedule a FREE consultation
- Choose a service package that fits your business needs
- Onboard with a dedicated team member
Our onboarding process includes:
✔ Initial consultation & service agreement
✔ Accounting software setup
✔ Secure client portal access
✔ Assignment of a dedicated account manager (when applicable)
We’d love to hear from you! You can:
Visit our Service Plan page for a detailed breakdown of our tiers and pricing.