Frequently Asked Questions

We give you back your time and give you confidence in your numbers. Instead of 

spending hours every month categorizing transactions and reconciling accounts, 

you get accurate financial reports delivered on schedule—freeing you to focus 

on growing your business. Plus, you have a dedicated expert who catches issues 

early, ensures compliance, and helps you make smarter financial decisions.

Our clients typically save 10-15 hours per month on bookkeeping tasks, avoid 

costly mistakes, and have peace of mind knowing their books are accurate and 

up-to-date.

Start by looking at our three business size categories (Small, Mid-Size, Large) 

based on your annual revenue. Then consider what services you need:

- Copper: Perfect if you need bookkeeping only (no employees or you handle 

  payroll yourself)

- Silver: Best if you have employees and need payroll processing

- Gold: Ideal if you want everything including business tax return preparation

Still not sure? Schedule a free consultation and we'll recommend the best fit 

based on your specific situation. There's no obligation and no pressure. Our goal is to have all monthly financial reports to clients by the 15th of each month for the prior month. 

No problem! QuickBooks Online subscription is included in all our packages, and 

we'll handle the setup and migration for you.

If you're currently using:

- QuickBooks Desktop: We'll help you migrate to QuickBooks Online as part of 

  onboarding

- Excel or spreadsheets: We'll build your QuickBooks file from scratch

- Another software (Xero, FreshBooks, etc.): We'll help you migrate to QuickBooks Online as part of onboarding

- Nothing at all: Perfect! We'll set everything up correctly from day one

QuickBooks Online is cloud-based, which means you can access your books anytime, 

anywhere. It also integrates seamlessly with hundreds of other apps and tools 

your business may already use.

Beyond our core Copper, Silver, and Gold packages, we offer:

Add-On Services:

- Receipt Management - Digital capture and organization 

- Job Costing & Project Profitability - Track profitability by project 

- Bill Payment Services - We pay your vendor bills 

- Bookkeeping Cleanup - Catch up on past months or years

- Custom Reports - Tailored financial reports for your specific needs

- Entity Setup - State entity, EIN, S-Corp election setup

- BOI Filing - Beneficial Ownership Information filing 

Standalone Services:

- Payroll-Only Services - For businesses with existing bookkeepers 

We can customize a package that fits your exact needs. Just ask!

The one-time onboarding fee (equivalent to one month's rate) covers:

- Initial QuickBooks setup and optimization

- Chart of accounts review and customization

- Connection of bank accounts and credit cards

- Setup of recurring transactions and rules

- Integration of any third-party apps (Shopify, Gusto, etc.)

- Employee setup for payroll (if applicable)

- Training on how to use the client portal

- Initial strategy meeting with your account manager

Think of it as the investment to get your books set up correctly from day one—

so we're running smoothly from month one forward.

Absolutely! Your business needs change, and your package should too. 

If you start with Copper and hire employees, you can upgrade to Silver to add 

payroll. If your business grows and you need tax preparation, upgrade to Gold.

Similarly, if your needs change (employees leave, you simplify operations), you 

can downgrade. Just give us 30 days' notice of any changes so we can adjust your 

billing and services accordingly.

We want you in the package that fits—not locked into something that doesn't work.

We deliver your monthly financial reports (Profit & Loss statement and Balance 

Sheet) by the 15th of the following month. For example, your January financials 

are delivered by February 15th.

This timeline gives us adequate time to:

- Reconcile all accounts

- Categorize and review all transactions

- Catch and fix any discrepancies

- Ensure accuracy before delivering your reports

Need reports faster? We can discuss expedited timelines for an additional fee. 

Some clients need reports by the 10th for board meetings—we can accommodate that.

All reports are delivered through your QuickBooks Online account, and your account 

manager will schedule a review call if you'd like to discuss the numbers.

Yes! You'll be assigned a dedicated account manager who is your primary point 

of contact and handles your books every month. They'll get to know your 

business, your industry, and your specific needs.

But you're not just getting one person—you're getting a team:

Your Monthly Team:

- 1 Account Manager: Your primary contact who manages your account

- 2 Bookkeepers: Work on your books and check each other's work

- Quality Control: The team reviews each other's work before any reports 

  are sent to you

This team approach ensures:

✓ Accuracy through multiple sets of eyes reviewing your books

✓ Nothing gets missed or overlooked

✓ Consistent quality every month

✓ Seamless coverage if someone is out sick or on vacation

If your account manager encounters a complex issue or unique situation, it's 

escalated to our Bookkeeping Manager who has the expertise to handle it.

You get the consistency of one main contact, backed by the reliability and 

accuracy of an entire team working together.

We make communication easy and flexible:

- Email: Fastest for quick questions (responses typically within 24 hours)

- Phone: Call us anytime during business hours

- Secure Client Portal: Upload documents, leave messages, review reports

- Optional Monthly Meetings: Review your financials with your account manager

- Mid-Year & Year-End Reviews: Included in all packages

We also accommodate your preferred communication style. We adapt to what works best for you.

All packages include unlimited email and phone support—no extra charges for 

asking questions!