FAQ
Common Questions
We know that the accounting needs for each business or family are unique. Give us a call or complete the form below and tell us more about your needs, and concerns, and we will give you a FREE quote.
Does your bookkeeper return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right team, the answers should be a resounding “Yes!”
You will need to sign our Engagement Letter and Service Agreement. Our service terms are month-to-month. Give us a month’s notice and we’re happy to help you transition smoothly.
Yes! For most of our new clients we end up doing from a little to a lot of clean up. It’s pretty normal to have fallen behind if you’re an owner who has been doing your own books. We’ll often do a bit of cleaning up to ensure your financials are in tip-top shape. We believe in leaving our customer’s books cleaner than we found them.
Yes! We work remotely with all of our clients, and can conduct meetings over the phone, Teams, or Zoom. As long as you have internet, you can work from your snowsuit in Antarctica or swimsuit in Hawaii and we can still keep your books.