Common Questions
Do I need to use QuickBooks Online?
Can you catch up months of overdue work?
We specialize in QuickBooks Online because it's the most reliable platform for small businesses. Not using it yet? We'll set you up correctly during onboarding.
Yes. We organize past transactions, reconcile accounts, and bring everything current. Catch-up work is quoted individually after a Books Checkup.
How much does bookkeeping cost?
How often will I receive reports?
Every business is different. We start with a free consultation and give you a clear, flat monthly quote before you commit—no hourly surprises.
Monthly—P&L and Balance Sheet with plain-English notes on what changed and why it matters.
Will you prepare my taxes?
Do you only work with restaurants?
We focus on bookkeeping, not tax prep—deliberately. Our job is books so clean your CPA's job is fast and inexpensive. We coordinate with your tax professional directly.
They're our specialties, not our limits. We also serve nonprofits and other small businesses.
How do we work together day to day?
Is my financial information secure?
Remotely, through secure cloud tools—QuickBooks Online, encrypted document sharing, and scheduled calls. No driving, no dropping off receipt boxes.
Yes—bank-level encrypted connections, secure portals, and we never request info by unsecured email.
Technical FAQ
Deep-dive answers on our technical setup and data security protocols.
Do I need to use QuickBooks Online?
We specialize in QuickBooks Online because it's the most reliable platform for small businesses. Not using it yet? We'll set you up correctly during onboarding.
Can you catch up months or years of overdue bookkeeping?
Yes. We organize past transactions, reconcile accounts, and bring everything current. Catch-up work is quoted individually after a Books Checkup.
How much does bookkeeping cost?
Every business is different. We start with a free consultation and give you a clear, flat monthly quote before you commit — no hourly surprises.
How often will I receive financial reports?
Monthly — P&L and Balance Sheet with plain-English notes on what changed and why it matters.
Will you prepare my taxes?
We focus on bookkeeping, not tax prep — deliberately. Our job is books so clean your CPA's job is fast and inexpensive. We coordinate with your tax professional directly.
Do you only work with restaurants and contractors?
They're our specialties, not our limits. We also serve nonprofits and other small businesses.
How do we work together day to day?
Remotely, through secure cloud tools — QuickBooks Online, encrypted document sharing, scheduled calls. No driving, no dropping off receipt boxes (though we've seen the box, and we don't judge).
Is my financial information secure?
Yes — bank-level encrypted connections, secure portals, and we never request info by unsecured email.
How do I get started?
Book a free consultation. We'll talk about your business, review where your books stand, and recommend the right starting point — honestly, even if it means less service than you expected to need.