Frequently Asked Questions

Frequently Asked Questions (FAQ)

1. What types of businesses do you work with?
We specialize in bookkeeping and tax prep for small businesses, freelancers, entrepreneurs, and side hustlers with simple to moderately complex finances.

2. How do I know which bookkeeping plan is right for me?
Book a free consultation! We’ll discuss your business needs, transaction volume, and goals to recommend the best plan or help you build a custom one.

3. What bookkeeping tools do you use?

We primarily work with Excel and Google Sheets, providing clear, customizable spreadsheets tailored to your business needs. This approach keeps your books accessible, flexible, and easy to understand. 

4. How often will you update my books?
Depending on your plan, updates happen monthly to keep your financials accurate and timely. We can also accommodate more frequent updates if needed.

5. Can I add extra services if my needs change?
Absolutely! We offer additional services like custom reports, project tracking, and catch-up bookkeeping that can be added anytime.

6. How secure is my financial data?
Your privacy and security are top priorities. We use secure methods and software to protect your data and maintain confidentiality at all times.

7. Do you offer tax preparation services?
Yes! We prepare tax packets to streamline the process with your tax preparer, and we also offer full tax preparation services for individuals and small businesses.

8. How do you communicate with clients?
We offer regular updates via email, phone, or virtual meetings, plus scheduled 1-on-1 support sessions to review your books and answer questions.

9. What do I need to get started?
You’ll need to provide your business bank and credit card statements, receipts, and any prior bookkeeping records. We’ll guide you through the process at your free consultation.

10. How do I schedule a consultation or support session?
You can easily book a free consultation or paid support session through our online scheduling system available here.