Frequently Asked Questions
Getting Started
How do I know if I’m ready to hire a bookkeeper?
If you’re spending late nights trying to reconcile your accounts, falling behind on invoices, or not confident your books reflect reality — you’re ready. A professional bookkeeper saves you time, money, and stress by keeping your financials organized and accurate so you can focus on growth.
Do you offer a consultation before we start?
Yes! We offer a Free 15-Minute Discovery Call to discuss your needs, evaluate your current bookkeeping setup, and determine if we’re the right fit.
📅 Schedule your Free 15-Minute Discovery Call →
Services
What software do you use?
We work primarily in QuickBooks Online, which offers secure, real-time access to your books from anywhere.
Learn more about our QuickBooks Online Bookkeeping Services →
What kind of businesses do you work with?
We primarily serve professional service businesses and mission-driven organizations that value accuracy, clarity, and long-term financial stability. That includes:
If your business relies on expertise and client relationships—not product inventory—you’re likely a perfect fit. And if you’re using (or open to using) QuickBooks Online, we can help you build a clean, organized financial foundation.
Do you work with nonprofits or small businesses?
Yes, we specialize in service-based small businesses and nonprofits — helping each organization stay compliant, audit-ready, and financially clear.
Do you process payroll or prepare taxes?
Yes — we offer full payroll services including paycheck processing, tax filings, and compliance reporting. Everything is handled accurately and on time, ensuring your team gets paid and your records stay compliant.
For tax preparation, we partner closely with your CPA or tax professional to make sure your books are perfectly aligned and audit-ready when tax season arrives.
Learn more about our Payroll Services →
Catch-Up & Clean-Up
My books are a mess — can you fix them?
Absolutely. Whether you’re behind a few months or a few years, we’ll help you get current, accurate, and stress-free.
Explore our Bookkeeping Cleanup Services →
How do you handle years of backdated transactions?
We organize, reconcile, and document each period so your financial history is complete and verifiable. You’ll end up with clear, current financials — and peace of mind knowing everything ties out properly.
How We Work
How do I give you access to my QuickBooks Online account?
You can securely invite us as an accountant user directly from your QBO dashboard. We’ll walk you through the steps during onboarding and confirm everything is set up correctly.
Learn more about our QuickBooks Online setup process →
Can you train my team to use QuickBooks Online correctly?
Yes. We provide personalized training for business owners and staff so you can confidently manage day-to-day tasks while we maintain accuracy behind the scenes.
Do you offer remote bookkeeping outside of California?
Yes, we serve clients nationwide. Everything is cloud-based and secure, with regular communication and scheduled reports.
Pricing & Policies
How much does bookkeeping cost?
Pricing depends on the size of your business, transaction volume, and the level of support you need. We’ll discuss your specific situation during your Free 15-Minute Discovery Call and provide a custom quote that fits your needs and budget.
Do you require contracts or long-term commitments?
No long-term contracts. We believe in earning your business month-to-month through reliability, transparency, and results.
How do I pay for services?
All clients are set up on automatic monthly payments for convenience and consistency. We securely process payments by ACH bank transfer or credit card at the beginning of each month for that month’s services.
This ensures your bookkeeping continues seamlessly without interruptions, and you never have to worry about remembering due dates or invoices.
Free Insight for Business Owners
Still managing your own books?
Download our free report — “The Hidden Costs of DIY Bookkeeping (And How to Stop Losing Money Without Even Knowing It)” — and discover how much time and money you could be wasting.
Ready to Get Started?
Stop stressing over your books. Schedule your Free 15-Minute Discovery Call today and get the clarity your business deserves.
📅 Book Your Call →
Didn’t find the answer you were looking for?
Get in touch with us — we’re happy to help.