How does billing work?
Services are billed monthly in advance for the current month of service, under a signed service agreement and a recurring card authorization. Payments are processed securely through Stripe. One-time work, such as catch-up bookkeeping or setup, is quoted separately and invoiced.
Is there a long-term contract?
No. Our agreements are month to month. You can cancel with 30 days' written notice. See our Terms of Service for details.
Do you replace my accountant or CPA?
No. We keep your books organized so your accountant or CPA can file your taxes faster and with fewer questions. We coordinate with them directly if you wish.
Which software do you work with?
We work with the most common small-business tools, including QuickBooks Online, and can recommend a setup if you are starting from scratch.
Can you help if my books are behind?
Yes. Catch-up and clean-up projects are common, especially for businesses in their first year or applying for financing. We start with a review and give you a clear plan and quote.
Do you offer service in Spanish?
Yes. Everything we do is available in English or Spanish: meetings, reports and day-to-day communication.