Frequently Asked Questions

We do not use hourly rates. We charge a flat, fixed monthly subscription based strictly on your transaction volume and operational complexity. We assess your books up front and quote a locked-in monthly price so you never receive a surprise bill.

We work exclusively in QuickBooks Online (QBO). If you are currently using desktop software or spreadsheets, we can manage your migration over to QBO to ensure you have a modern, cloud-based financial stack.

By the 10th of every month, guaranteed. We generate your Profit & Loss, Balance Sheet, and Statement of Cash Flows, provided we have timely access to your account statements and you have answered any open categorization questions.

Never. We are a fully remote, 100% US-based firm. Your sensitive financial data stays right here, and you will always speak with a stateside bookkeeping professional.

Absolutely. We specialize in judgment-free cleanups. Whether you are three months behind or need tens of thousands of historical transactions re-coded and reconciled, we have proprietary tools and decades of experience to fix it. We agree on a flat cleanup fee and timeline before any work begins.

We integrate your banking and credit card accounts directly into QBO using Plaid, the industry standard for secure financial connections (used by companies like Venmo, Betterment, and thousands of financial institutions).

• ✓ Strictly Read-Only: We can only view transaction history. We cannot move funds, authorize transfers, or alter your accounts in any way.
• ✓ Zero Credential Visibility: We never see, ask for, or store your bank usernames or passwords. You authenticate directly with your bank.
• ✓ Bank-Level Encryption: Your data feed is protected by Advanced Encryption Standard (AES 256-bit) and TLS.

For any manual documents or receipts, we provide a secure, encrypted cloud portal. We build the system to be as hands-off and bulletproof as possible.

No. We are expert bookkeepers. We record what happened, and your CPA handles what you owe. We hand your CPA a perfectly clean, reconciled file at tax time so they aren't billing you their premium hourly rate to organize your data.

If your business requires weekly reconciliations, custom cash-flow meetings, or highly frequent payables management, we simply build that operational cadence into your custom flat-rate scope during our initial assessment.