Bookkeeping FAQs

 We primarily work with independent service professionals and small client-focused businesses. This often includes consultants, salon and wellness providers, pet service businesses, and other independent entrepreneurs who want their bookkeeping handled in a clear and organized way. 

Yes. Most of our clients don’t want to spend time learning accounting or maintaining records themselves. We’re a good fit if you want your books handled correctly without it becoming another thing on your to-do list.

 FreshBooks is one of the platforms we often work with because it is simple and effective for many service professionals. However, we are not limited to one specific software and can support other bookkeeping systems depending on your business needs. 

Your financial information is handled with care. We use secure systems and follow best practices to protect your data.

Only you and authorized team members have access to your records.

We usually need access to your accounting software, bank and credit card statements, and a brief overview of your current situation. We guide you step by step so the process stays simple.

After you sign up, it typically takes 1–2 business days to fully set up your account in accounting software for ongoing bookkeeping.

Cleanup and catch-up work may take longer depending on the volume and complexity.

Pricing depends on the service and your business needs:

Ongoing Bookkeeping: $40/hr for the first 3 months, then a flat monthly rate based on actual workload
Software Setup & Assistance: Starting at $100, depending on account size and historical data
Cleanup / Catch-Up Bookkeeping: Individual estimates based on transaction volume and complexity

No. We do not prepare or file tax returns. However, we ensure your books are accurate and organized so your tax preparer has what they need.