Question 1

Why only bookkeeping?

Accepted Answer

A single service means a single routine. Every month starts and ends the same way, so errors drop and the books close on time. We would rather do one job better than five jobs adequately.

Question 2

How do I get started?

Accepted Answer

Book a free 20-minute call. We ask about your software, your monthly transaction volume and the state of your books, then send a fixed quote in writing within one business day.

Question 3

Do I have to switch software?

Accepted Answer

No. We work inside your existing QuickBooks Online or Xero file. If you have no software yet, we set one up for you.

Question 4

What do you need from me in the first week?

Accepted Answer

Read-only access to your accounting file and bank feeds, a list of the accounts you use, and any statements for months that are not yet connected. We send you a short checklist after the call.

Question 5

Can you fix books that are months behind?

Accepted Answer

Yes. We quote the catch-up separately before we start, then move you onto the fixed monthly fee once the past months are clean.

Question 6

When will my books be closed each month?

Accepted Answer

By the 10th. We categorize and reconcile in the first week, send you one batch of questions on day 8, and close the period on day 10.

Question 7

What will I receive each month?

Accepted Answer

A profit and loss statement, a balance sheet and a cash summary, with a few plain sentences about what changed. Everything also stays visible in your accounting software.

Question 8

How do you handle transactions you cannot identify?

Accepted Answer

We collect them into one list and send it to you once a month, not one email at a time. Most clients answer in a few minutes.

Question 9

Will I have one person who knows my business?

Accepted Answer

Yes. You are assigned a dedicated bookkeeper who learns your business, so you deal with the same person every time.

Question 10

Do we need regular meetings?

Accepted Answer

No. The work runs on a fixed schedule and a short monthly message. If you want to talk something through, call or email and we answer.

Question 11

Is my bank login safe?

Accepted Answer

We use read-only bank feeds through your accounting software. We do not move money and we never ask for your online banking password.

Question 12

Who can see my data?

Accepted Answer

Only the bookkeepers assigned to your file. Access is through your accounting software, and you can remove it at any time from your own settings.

Question 13

What happens to my files if I leave?

Accepted Answer

Your books stay in your own accounting file. You keep full ownership and we remove our access when you stop.

Question 14

What if I also need payroll or taxes?

Accepted Answer

We tell you plainly and refer you to a payroll provider or a tax preparer. Because your books are already clean, they start from a good place.

Question 15

Will you talk to my CPA?

Accepted Answer

Yes, if you ask us to. We answer your CPA's questions about the books and send clean reports at year end. We do not give tax advice.

Question 16

Do you pay my bills or send my invoices?

Accepted Answer

We record bills and invoices and track what is due. Sending invoices and paying bills stay with you unless we agree otherwise in writing.

Question 17

Is there a contract?

Accepted Answer

No long-term contract. Month to month, with 30 days' notice to stop.

Questions, answered in plain English.

Getting started

Working together

Security and access

What we do and do not do

Ready for books that close on time?