FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is tailored to fit the unique needs of your business. Whether you're a startup, small business, or established company, we offer transparent, competitive pricing with no hidden fees.
- What is your typical process for working with a new customer?
We begin with a free consultation or discovery call to learn about your business, financial needs, and goals. This helps us understand where you are now and where you’d like to be. From there, we develop a customized plan tailored to your operations — whether that means setting up a new bookkeeping system or optimizing your current one. Once we’re aligned, we move into a smooth onboarding process, ensuring your accounts are connected, organized, and ready for consistent management. Our goal is to make the transition seamless so you can quickly gain clarity and confidence in your financial processes.
- What education and/or training do you have that relates to your work?
Collectively, our team brings over 20 years of experience in bookkeeping, financial planning, and cash flow management. We’ve worked with a wide range of small businesses to help them stay organized, compliant, and profitable. We’re also Certified QuickBooks ProAdvisors, which means we’re trained and verified experts in using QuickBooks to manage accounts accurately and efficiently. This background allows us to not only handle day-to-day bookkeeping but also provide valuable insights into financial health, helping business owners make informed, strategic decisions.