Frequently Asked Questions

  • Do you work with all industries?

    We specialize in supporting independent professionals like consultants, artists, and freelancers. This focused approach allows us to provide the best possible service to our clients!

    While we'd love to help everyone, we currently don't service businesses with inventory, e-commerce operations, or non-profit organizations.

  • Can I work with you month-to-month or do I have to sign a year contract?

    Our flexible partnerships adapt to your needs! Whether you're looking for a single month of bookkeeping or a long-term collaboration, we'll create a plan that perfectly aligns with your goals. There's no minimum commitment - we're here to support your business on your terms.

  • If I don't have any kind of bookkeeping setup, is that a prblem?

    No worries at all! We're experts at building and updating your books from scratch. We'll handle all the heavy lifting and ensure everything is accurate and organized before reviewing it with you. Getting you caught up is our specialty!

  • What if I need to move to another bookkeeper/accounting service?

    Transitioning to a new service provider? We make it simple and hassle-free. We'll provide you with complete access to all your financial records and accounts, ensuring a smooth handover of our well-organized documentation. Your business data is yours, and we're committed to making any transition as seamless as possible.

  • Will you file my taxes?

    While we don't file taxes directly, we work closely with your CPA to make tax season smooth and stress-free. We'll prepare your books, coordinate with your tax professional, and handle any necessary adjustments. Our role is to ensure your financial records are perfectly organized and ready for tax filing, saving you time and eliminating confusion.

  • Can I schedule 1:1 consultations without using your services?

    Yes! We offer standalone consultations whether you need a one-time strategy session or regular check-ins. These meetings are perfect for getting expert recommendations and working through your business questions. You're welcome to book just the guidance you need, no commitment to additional services required.