We will reconcile your accounts, categorizes your transactions, and produces your financial statements.

Each month your accountant might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.

You can also book a call with your bookkeeper or send them an email with any questions! We’re always happy to assist you with your bookkeeping and your financial statements.

Yes all our clients utilize QuickBooks Online.

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.

Once you're fully onboarded with our service, we'll require you to establish a clear distinction between your business and personal finances, if you have not done so already.

This entails conducting business transactions solely in your business accounts and keeping personal transactions within your personal accounts. Further details will be shared during our initial video call.

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.

We create custom solutions for every business we work with. Our pricing is a fixed monthly fee, giving you consistency on the price you can expect to pay each month. No hidden or onboarding fees. Book a meeting to get a custom proposal for your business.

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.

Strategic consulting will vary per client and can be tailored to your specific needs. Projects we have done in the past include:

• Deep dive in understanding your financial results each quarter

• ROI analysis of a new initiative such as a podcast, product offering, employee structure, etc…

• Forecasting next year’s income and expenses. Breaking down financial goals into actionable business decisions.

• Customer analysis to determine which customers are most profitable

• Pricing analysis to understand competitors pricing structures and optimize your pricing to increase profitability

Each month any unclear transactions will be given a chance for input from yourself

We pride ourselves on great customer service so any questions or concerns are just an email away.