We’re usually able to get started within a week of connecting, though monthly services run most smoothly when we begin at the start of the month.

If you’re looking for a one-time consultation, we can often fit those in the same day—depending on availability. Once the service agreement is signed, we’ll get you on the schedule for a prompt start.

We’ll start with a complimentary consultation so we can get to know your business and see how we can help. After our discussion and we are in agreement, we’ll send over our client service document and schedule a formal discussion to go over your books.

We’ll then let you know if anything needs to be cleaned up or caught up before we jump into monthly support. Once we have access to your accounts, we’ll plan to kick off monthly services at the start of the upcoming month.

Yes! We are Certified QuickBooks ProAdvisors and familiar with the different QuickBooks options available. We’ll make sure you’re set up with the version that works best for your business and budget.

We don’t handle tax returns ourselves, but we do work closely with your tax professional to make the process easier.

Our job is to make sure your books are clean, organized, and ready to go. We’ll also help gather information, coordinate with your tax team, and send over any reports they need—so things stay simple and stress-free.

No! We do not require that you switch. We can easily take over your books in QuickBooks online. If you use another third-party platform, we are happy to discuss options to transfer your data.

Once we receive all of your documents for your small business, your books for the month will be ready within 15 business days. This gives us enough time to make any necessary adjustments before month end reporting.