We begin updating your books the moment you pass them off to us. Our seamless onboarding process ensures your books are fully up-to-date within the first 30 days of service, starting from the beginning of the year. You’ll see progress right away, with clear financial insights delivered as we work.

We prefer all of our clients utilize QuickBooks Online. If you currently use another software such as Xero or Wave we can discuss if migration is needed during a discovery call.

We are a small firm, which means you get personal financial support directly from Logan, the founder. We do not outsource any of our financial support including bookkeeping, consulting, or forecasting. This give you peace of mind knowing you will have an US based financial professional in your corner.

Typically no, as we currently only work with service based businesses.

Unfortunately, this means if you have physical inventory, business property you own, business vehicles you own, or substantial business equipment we will not be able to partner with you.

If you are unsure if this applies to you, book call and we can help you evaluate if you are a good fit for our service.

All bank accounts and credit cards will be connected to our bookkeeping software. Additionally, we will require “bookkeeper access” or “read-only” access to all accounts. This ensures account reconciliations can be done without playing email tag with you.

No, we do not assist with tax advising nor tax filing.

Our pricing is straightforward: we offer fixed monthly fees with no hidden or onboarding costs, so you know exactly what to expect. Most of our clients pay between $500 and $2,000 per month, depending on the scope of services. Every business is unique, so we create a custom plan tailored to your needs—ensuring you only pay for what you need. Book a free consultation to get a personalized proposal and see how we can save you time, money, and stress.

Onboarding as a customer will require 3-5 hours of work from you. From there, we operate on a “done-for-you” model. This means we will require the occasional input from you but try to keep it as hands-off as possible. This typically require 15-30 minutes of work from your each month.

Your satisfaction is our top priority. We offer a 30-day satisfaction guarantee to ensure you feel confident in choosing us. If you’re not completely happy, we’ll either refund your payment or work tirelessly to make it right. While this rarely happens, we’re committed to addressing any concerns quickly and effectively

We can support you if your company is a US entity, no matter where you are based in the world. As of now, we do not support foreign entities.