Everything you need
to know.

It starts with a free 30-minute discovery call where we learn about your business, current software, and pain points. From there, we send a written proposal with a clear scope. Once you approve, we securely connect to your accounting platform (QuickBooks, Xero, FreshBooks, etc.), clean up any messy history, and begin monthly service. Most clients are fully onboarded within 5–7 business days.

We work with QuickBooks Online, Xero, FreshBooks, Sage, NetSuite, and AppFolio. We also integrate with tools like Gusto (payroll), Bill.com (AP/AR), TaxJar (sales tax), and Hubdoc (document capture). If you're on a different platform, let us know . we're flexible and can usually accommodate.

No. We work with what you already have. If you're starting from scratch or want a recommendation, we'll help you choose the right platform for your business size and industry . and we handle the full setup at no extra charge during onboarding.

That's exactly what our Catch-Up Bookkeeping service is for. We reconstruct records at $150/hour, and we always provide a written estimate before starting any work. Once we've caught you up, you transition to a regular monthly plan. No judgment. We've seen it all.

Flat monthly rates based on your transaction volume. Starter: $400/mo (up to 150 transactions), Standard: $700/mo (up to 400), Premium: $1,500/mo (up to 1,000), and Enterprise: $3,000/mo (up to 2,500). Transaction counts include all bank and credit card transactions. No hourly billing, no surprise invoices.

No setup fees. No long-term contracts. All plans are month-to-month with 30 days written notice to cancel. A one-time onboarding fee may apply for complex migrations, but we'll disclose that upfront in your proposal . never after the fact.

We'll let you know proactively if you're consistently exceeding your tier. If it's a one-off spike (seasonal business, large purchase, etc.) we won't nickel-and-dime you. If your volume has permanently grown, we'll recommend the next tier and give you 30 days notice before any pricing adjustment.

Monthly, at the beginning of each service period. We accept ACH, credit card, and bank transfer. You'll receive an invoice via email before each charge.

Every plan includes transaction categorization, bank and credit card reconciliation, and a full monthly close. Depending on your tier, you'll receive a Profit & Loss statement, Balance Sheet, and Cash Flow report . either monthly or quarterly. Premium and Enterprise clients also receive advisory calls and year-end tax preparation packages.

We don't file taxes. That's your CPA's job. What we do is make sure your books are clean, organized, and CPA-ready so your accountant can file without extra cleanup. Premium and Enterprise plans include a year-end tax preparation package where we organize everything and hand it off directly to your CPA. We also offer sales tax filing on Premium plans and above.

Standard, Premium, and Enterprise clients are assigned a dedicated bookkeeper who learns your business inside and out. Starter plan clients receive consistent support from our team but are not assigned a single dedicated person. Enterprise clients also receive controller-level review on all financials.

Yes. Starter and Standard include 1 entity. Premium supports up to 2 entities, and Enterprise covers up to 4. Additional entities can be added to any plan for $350/month each. Each entity gets its own separate set of books and financial statements.

We use bank-level encryption and only access your accounts through secure, read-only integrations when possible. We never store your banking credentials. All communication with sensitive data uses encrypted channels, and we follow industry-standard data handling practices. See our Privacy Policy for full details.

Yes. All bookkeeping follows Generally Accepted Accounting Principles (GAAP). Our team has hands-on experience with GAAP compliance and ASC 606 revenue recognition from working at venture-backed and publicly traded SaaS companies . including through IPOs. Your books will meet the standards your CPA, investors, or lenders expect.

We respond to all inquiries within 24 hours. Standard and Premium clients typically hear back same day. Enterprise clients have priority support with same-business-day responses guaranteed.

We work with small businesses across industries . SaaS companies, professional services, e-commerce, construction, real estate, healthcare practices, restaurants, and nonprofits. Our team's background is in high-growth tech, so we're especially strong with companies that need to scale their financial operations quickly.

Yes. All plans are month-to-month. Provide 30 days written notice and you're free to go. We'll make sure your books are clean and organized for a smooth handoff to whoever takes over . no hostage situations with your data.