Every question, answered straight.
Pricing, timelines, software, security, and state-level compliance. Can't find your question? Ask us directly.
Getting started
What is a Books Health Check?
A free 20-minute review of your current bookkeeping: we look at what's reconciled, what's missing, and what it will take to get clean, decision-ready numbers. You leave with a clear scope and fixed quote, no pressure, no credentials requested.
How quickly can you start?
Most engagements begin within a week of the Books Health Check. Cleanup projects start as soon as we receive read access and statements.
Do you replace my CPA?
No, we complement your CPA. We keep the books filing-ready year-round; your CPA files from them. Many of our clients are referred to us by their CPAs.
What size businesses do you work with?
Primarily owner-led businesses from startup through roughly $20M revenue, across 15+ industries including professional services, e-commerce, trades, healthcare, auto dealerships, and security services.
Service & process
How fast can you catch up books that are behind?
Most cleanup projects covering 6-18 months are completed in 2-4 weeks, depending on transaction volume and how many accounts need reconstruction. We scope it precisely during your free Books Health Check.
Which software do you work with?
QuickBooks Online is our core platform, alongside Xero and Zoho Books. We reconcile against source statements from any bank, and integrate payroll data from Paychex, SurePayroll, ADP, iSolved, Gusto, and Nethris.
When will my books be closed each month?
Typically within 10 business days of month-end once statements are available. Faster schedules are available for businesses with reporting deadlines.
Can you handle multi-currency books?
Yes, we reconcile multi-currency activity across banks and platforms including HSBC, Wise, PayPal, and Stripe, with experience spanning USD, AED, SAR, CAD, GBP, EUR, and HKD.
States & compliance
Do you serve all 50 states?
Yes, service is fully virtual from our Dover, Delaware headquarters, with state-specific handling for sales tax, payroll, and entity requirements wherever you operate.
Can you handle a business operating in multiple states?
Yes, multi-state activity is tracked by state so sales tax, payroll, and apportionment records stay clean for every jurisdiction involved.
Can you support US state sales tax?
Yes, including specialized workflows like New Jersey's ST-50 for dealers, with sales tax liability reconciled to filings.
Security & pricing
Will you request my banking passwords?
Never. We work from read-only bank feeds and exported statements. We never ask for passwords, banking credentials, or tax IDs through web forms.
How does pricing work?
Fixed monthly fees based on the number of accounts and your transaction volume, never hourly. Monthly plans start at $199 and run to $549, with CFO Suite quoted separately. If your volume consistently outgrows your plan we suggest moving up a tier rather than adding surprise charges. Cleanup projects are quoted as one-time fixed-scope work after your free Books Health Check.
Is there a long-term contract?
Monthly plans are month to month. Cleanup projects are one-time fixed-scope engagements. We keep clients with results, not lock-ins.
Who owns my accounting file?
You do, always. We work in your QuickBooks, Xero, or Zoho subscription, and everything we build stays with you.
Still have a question?
The fastest answer is a free 20-minute call, or send it in writing and we'll reply within one business day.
Find out what your books need, free.
A 20-minute Books Health Check: we review your current setup and tell you exactly what it will take to get clean, decision-ready numbers. No pressure, no credentials requested.