Schedule Your Appointment with Ease!
Booking your appointment is simple and convenient—just click the 'Book Now' button below to choose the date and time that works best for you. Have questions or special requests? Feel free to reach out—we’re here to help. We look forward to assisting you!
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FAQS
Your Bookkeeping Questions Answered
What happens after I pay the retainer fee?
Once you pay the $299 retainer fee and fill out the intake form, you’ll receive a text or email to schedule your consultation. During the consultation, we’ll review your needs and determine the monthly cost of your bookkeeping services.
What does the $299 retainer fee cover?
The retainer fee secures your consultation and allows us to review your business information in detail before providing an estimate. This fee is non-refundable but will be credited toward your first month of bookkeeping if you decide to move forward with our services.
What if I’m not sure what bookkeeping services I need?
No problem! During your consultation, we’ll help you identify the services you need based on your business operations, goals, and challenges. Our goal is to provide customized solutions that fit your unique needs.
Do I need to provide access to my bank accounts?
Yes, secure access to your financial accounts (such as read-only access to your bank and credit card statements) will be necessary for accurate transaction tracking and reconciliation. We’ll guide you through the setup process to ensure your information remains secure.
How soon can I get started?
After your consultation, we’ll aim to start your bookkeeping services within 5-7 business days, depending on the complexity of your needs and how quickly we receive any necessary information.
Can I cancel my services anytime?
We require a 30-day notice to terminate ongoing services. This ensures a smooth transition and allows us to finalize any reports or reconciliations before your account is closed.
Will you work with my tax preparer or accountant?
Absolutely! If you already have a dedicated tax preparer, we’re happy to collaborate with them to ensure they have the financial information they need for accurate tax returns and filings. If you don’t have a tax preparer, no problem – we can handle your tax preparation in-house, providing seamless service from bookkeeping to tax filing, all under one roof.
What should I prepare for my consultation?
To make the most of your consultation, have the following ready:
A summary of your monthly revenue and expenses.
Details of any bookkeeping systems you currently use.
A list of services you’re interested in.Any specific challenges or concerns you’d like to discuss.
Do you offer one-time cleanup services?
Yes, we can provide one-time cleanup services for disorganized or backlogged books. This is separate from our ongoing bookkeeping services and can be discussed during your consultation.
What tools do you use for bookkeeping?
We primarily use QuickBooks Online (QBO) for bookkeeping, as it’s efficient and user-friendly. However, if you’re already using another software and have an established system, we can most likely adapt to your preferred platform to ensure a seamless workflow.
Get Started with Bookkeeping Today!
Ready to simplify your finances and focus on growing your business? Start the process by completing our quick intake form and paying the $299 retainer fee. Here's everything you need to know to get started:
What You’ll Need to Complete the Form
To ensure we have all the necessary details to understand your bookkeeping needs, please gather the following information before starting the form:
Your business name, structure (e.g., sole proprietor, LLC, corporation), and industry/type of business.
Monthly Revenue Range:A general idea of your business’s monthly income.
Current Bookkeeping Practices:Information about any systems or tools you currently use (e.g., QuickBooks, spreadsheets, none).
What Happens Next?
Submit the Form & Pay the Retainer Fee:This one-time fee secures your consultation and covers the initial review of your business information.
Schedule Your Consultation:Once we receive your form, you’ll get a text/email to schedule your consultation at a time that works for you (phone or in-person).
Discuss Your Needs:During the consultation, we’ll review your information, answer your questions, and provide an estimate for your monthly bookkeeping services.
