Clean books, delivered every month
Hand off the bookkeeping to a team that specializes in it, and get your evenings back.
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Frequently asked questions
Everything people usually ask before handing us their books. Don't see your question? Ask us directly.
Getting started
How long does onboarding take?
Most clients are fully onboarded within 30 days. We connect bank feeds in the first week, review and adjust your chart of accounts in the second, and deliver your first clean month-end by the end of the first full month.
Do I need to switch accounting software?
No. We work in QuickBooks Online and Xero. If you're on desktop software or spreadsheets, we'll migrate you as part of onboarding at no extra charge.
What if my books are years behind?
That's common. We'll review the file, quote a flat catch-up fee, and get you current before moving to monthly service.
Working together
Who will actually do my books?
A dedicated bookkeeper trained in your industry, with every month reviewed by a senior bookkeeper before it reaches you.
How do I send you documents?
We arrange encrypted document sharing during onboarding. Receipts can also be forwarded by email or snapped from your phone with Dext.
How fast do you respond?
Within one business day, usually much faster. Urgent items during month-end get same-day attention.
Security & compliance
How is my data protected?
Read-only bank connections, encrypted document exchange, two-factor authentication on all accounts, and role-based access so only your team sees your file.
Do you handle trust or IOLTA accounts?
Yes. Law firm and real estate clients receive monthly three-way reconciliations with client-level ledger detail.
