Frequently asked questions
Straight answers about how we work. Something not covered? Ask us or book a free call.
Getting started
Book a free 30 minute consultation or fill in our quote form. We learn about your business, send a clear proposal with a fixed monthly price, and start onboarding once you accept.
Yes. The first call is free and there is no obligation to sign up.
Most businesses are set up within the first week, once we have access to your software and recent statements. If your books are behind, we agree a catch-up plan first.
Yes. We review where things stand, send you a fixed quote for the catch-up work, and bring every account current before your monthly plan starts.
Mostly small and growing US businesses, from sole owners to companies with several staff, plus CPA and tax firms that need extra capacity.
Remote bookkeeping
You add us as a user in your accounting software and share statements and receipts through a folder you control. We do the work inside your systems, so nothing has to be posted or carried anywhere.
No. We work fully remotely and meet by video call when you need to talk things through.
Quick answers to a short list of questions about transactions we cannot identify, plus any receipts or documents we ask for. Most clients spend a few minutes a month on it.
E-commerce, retail, manufacturing, real estate, SaaS and startups, law firms, professional services and most other US small businesses. See industries we serve.
Communication and time zones
Monday to Friday, 7:00 AM to 6:00 PM Eastern Time.
Within one US business day. If you book a call, you get a calendar invite right away.
By email for day to day questions, and by video call for onboarding and reviews. Growth and Premium plans include a monthly call.
No. Our hours overlap with the working day across the continental US, and calls can be booked at a time that suits you within our hours.
Pricing, contracts and payment
Monthly plans start at $299. Your price depends on your monthly transactions, number of accounts and the services you need. See our pricing page or get a quote.
No. Monthly plans can be cancelled with 30 days notice, and you can move up or down a plan as your business changes.
Yes. Pay for the year up front and you are charged for 10 months instead of 12, which works out to 2 months free.
We invoice monthly in advance. You can pay by ACH bank transfer, wire transfer, or check. If you bank with Mercury, you can also pay directly with Mercury. There are no extra fees for any of these payment methods.
No. One-off work such as catch-up, clean-up and QuickBooks setup is priced separately. See the starting prices on our pricing page. We confirm a fixed quote after a free review.
Software
QuickBooks Online, QuickBooks Desktop, Sage Intacct, Bill.com, Excel and Google Sheets, plus ADP, Gusto, Paychex and Rippling for payroll. See tools and software.
That is not a problem. Our team can be trained on the software you use and do the work right inside it, so nothing has to change on your side.
Usually not. We work in what you already have. If you are on spreadsheets or an old system, we can help you move to QuickBooks Online.
You do. The software subscription stays in your name, and you keep full access to everything at all times.
Security
You add us as a user in QuickBooks, Sage Intacct, Bill.com, your payroll system or any other tool you use. We never ask for passwords by email, and we remove our access when the work ends.
No. Your data stays in your own software or in a shared folder you control. It never sits on our system.
Yes. We are happy to sign your non-disclosure or confidentiality agreement before any work starts.
No. We prepare bills and payroll, but payments only go out after you or someone you choose approves them. See our security page.
Services, tax and payroll
No. We keep your books tax ready and work alongside your CPA or tax professional, so year-end goes smoothly. We are not a licensed CPA firm and do not give tax or legal advice.
Yes. We run or coordinate payroll in ADP, Gusto, Paychex, Rippling and other payroll software, keep employee changes up to date, and record every payroll correctly in your books.
Yes. We can send year-end files straight to your CPA and answer their questions about the books.
Yes. We offer busy season capacity and white-label work. See support for CPA and tax firms.
Ready for books you can trust?
Book a free 30 minute consultation, or tell us about your books for a custom quote. We reply within one US business day.