Frequently Asked Questions

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No. Our monthly bookkeeping services are designed for small businesses that need accurate books, reconciled accounts, and dependable financial statements. You can start with bookkeeping alone. If you later need help with budgeting, forecasting, or another financial project, CFO advisory services are available separately.

Accurate, up-to-date books give you a clearer picture of your business performance. With reliable financial statements, you can better understand cash flow, make informed decisions, plan for growth, and identify opportunities or challenges sooner.

We work with small and growing businesses that need reliable bookkeeping, accurate financial reporting, and a clearer understanding of their numbers. Our services are a good fit for businesses using QuickBooks Online that want accurate books without having to manage the day-to-day accounting process themselves.

Yes. Our core services include ongoing monthly bookkeeping and financial reporting. We also provide one-time support for projects such as budgeting, forecasting, financial modeling, cleanup work, and other advisory needs. Services are tailored to where your business is today and where you want it to go.

Our monthly bookkeeping services are offered at a set monthly rate based on the complexity and needs of your business. Monthly plans begin at $499/month, with additional services available for businesses with more involved accounting needs. Cleanup projects begin at $1,000 and advisory services are available at $250/hour for specific projects.. We’ll confirm the right scope of work before services begin.

We primarily work with QuickBooks Online. If you are currently using another accounting platform, we’re happy to discuss your setup and determine whether we can support your needs.

Complete the contact form and tell us a little about your business and accounting needs. We’ll follow up to learn more, confirm the right service option, and outline the next steps to get your books in order.