Frequently Asked Questions

We work with small to medium-sized businesses that want more than compliance from their numbers. We specialize in professional services, marketing, real estate, healthcare, software and technology, and construction and remodeling, and we work with many other industries too.

Fill out our short quote request form (opens in a new tab), email [email protected] with the subject "QUOTE ME," or message us on Instagram. Quotes are free, and we'll follow up to talk through what you need.

Yes. Getting records organized and up to date is a common starting point. Tell us roughly how far behind things are when you request a quote, and we'll talk through what it would take to get you caught up.

It depends on your situation, but it usually starts with a conversation about your business and goals, then access to the records we'll be working with, such as your bank and credit card statements and any existing accounting files. We'll give you a specific list once we know what you need.

Bookkeeping includes transaction categorization and account reconciliations so your records are accurate and up to date. Financial reporting gives you clear, regular statements, including profit and loss, balance sheet and cash flow, so you understand both your profit and your cash.

Plans start at $149/month. Every business is different, so your price depends on things like how many transactions you have, how many accounts we'll reconcile, how current your books are, and whether you want reporting and advisory on top of bookkeeping. Request a free quote and we'll recommend what fits.

Yes. Beyond clean books, we offer forecasting and budgeting, cash flow management, profitability analysis by product, service or customer, focused finance projects, and ongoing strategic advisory to help you interpret your numbers and follow through on your plans.

We work with common small-business accounting platforms. Let us know what you use today when you request a quote, and we'll confirm how we'd work with it, or whether a change would make sense.

Your current accountant may keep you compliant. We focus on the insight that helps you grow, like margins, cash forecasts and what-if planning. We can work alongside your existing CPA or bookkeeper, or take over your bookkeeping if you'd like to switch.

That depends on the plan that fits your business. We'll agree on a reporting and check-in schedule when we put your plan together, so you know exactly when to expect your numbers.

Our team. We're a small boutique firm and we don't outsource, so your work stays with the people you talk to. Quality is our mission.

Much of our work can be done remotely, so reach out wherever you're located and we'll let you know whether we're a good fit.

We treat client financial data as confidential and use it only to do the work you engage us for. Please don't send sensitive details like Social Security or full bank account numbers through our quote form or regular email; we'll set up an appropriate way to share documents once we start working together.

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