Contact us

Do I have to hand over all my finances right away?

Nope! We’ll start with a discovery meeting to assess what systems you’re using, what’s working, and what needs cleanup. You’ll stay in control the whole time.

I’m really behind on my books — is that a problem?

Not at all. Most clients come to us feeling overwhelmed. Whether you’re a few months or a few years behind, we’ll help get you caught up and cleaned up — judgment-free.

What bookkeeping software do you use?

We primarily use Xero Online and other trusted cloud-based tools, but we’re flexible depending on your business needs and current systems.

Will I still have access to my books?

Yes! You’ll have real-time access to everything — transparency and visibility are key to our process.

I’m just starting out — do I need a bookkeeper yet?

Yes! The earlier we can help you build systems, the better. Good financial habits now will save you time, money, and stress down the road.

I’m not sure what kind of business entity I need. Can you help?

Absolutely. We’ll guide you through choosing the right structure (LLC, S-Corp, etc.) based on your goals, taxes, and liability needs.

Can you help with things like hiring, equipment planning, or pricing my services?

Yes! Our consulting services go far beyond bookkeeping — we help with business operations, labor planning, inventory, and more.

Is this only for new businesses?

Not at all. We work with established businesses looking to scale, get organized, or improve profitability

How do we communicate — email, phone, meetings?

However you prefer! We offer flexible communication options including phone, email, virtual meetings, and text.

What’s the first step to working together?

Book a free consultation! We’ll learn more about your business, answer your questions, and map out the right services for your needs.

Do you work with clients outside of [your city/state]?

Yes! We work with clients remotely across the U.S. thanks to secure cloud systems and virtual support.

Is there a contract or long-term commitment?

We offer flexible agreements — no long-term lock-ins unless you want one. Our goal is to earn your trust every month.