FAQs:
Clarity Backed by Expertise

  • There’s no limit. We regularly help businesses that are months or even years behind, and no backlog is too big to fix. Our largest project to date has been a 16 year catch-up project.

  • Catch-up bookkeeping starts at $150 per month of backlog. The final price depends on how many months need catching up and how much activity your accounts have. We’ll give you a clear quote before we start.

  • Monthly bookkeeping starts at $250 a month. Your price depends on your transaction volume and the number of accounts we manage, and you’ll know exactly what you’re paying before we begin.

  • Each month we categorize every transaction, reconcile your bank and credit card accounts, and deliver financial statements, including a Profit & Loss and a Balance Sheet. You also get a team that answers your questions in plain language.

  • We go through your transactions and records, reconcile your accounts, and identify missing, duplicate, or miscategorized entries. You’ll receive a clear summary of what we found, along with practical recommendations.

  • We work in QuickBooks Online and Mercury Books. If you’re using another system, we can help you move over.

  • Yes. We’re a Mercury Books partner, so getting started is simple if you already bank with Mercury.

  • We connect directly to your bank and credit card accounts, so most transactions come in automatically. When we need something from you, like a receipt or an explanation for a transaction, we’ll ask a clear, specific question.

  • It depends on how far behind you are and how quickly we receive your statements and documents. We’ll give you an estimated timeline with your quote.

  • No. We focus on bookkeeping. We keep your books clean and organized so your tax preparer gets a smooth handoff and fewer follow-up questions.

  • Book a free consultation. We’ll learn about your business, look at where your books stand, and recommend the right service.

  • A bookkeeper records and organizes your financial transactions and keeps your accounts reconciled. An accountant or tax preparer uses those records to file taxes and give tax advice. We handle the bookkeeping, so your accountant starts with clean, accurate numbers.

  • If you’re spending hours on your books, falling behind, or unsure your numbers are right, a bookkeeper can save you time and costly mistakes. Clean books also make tax season easier and help you make better decisions about your business.

  • Yes. Accurate books from day one make it easier to track spending, raise money, apply for loans, and file taxes. Starting clean is much cheaper than catching up later.

  • At least once a month. Monthly reconciliation catches errors, missing transactions, and fraud early, before they turn into bigger problems at tax time.

  • Yes. Our catch-up and clean-up service gets your books current and accurate so your tax preparer can file on time. The earlier you reach out, the smoother it goes.

  • We can fix that. A bookkeeping review identifies what’s wrong, and our clean-up service corrects past errors so your books are accurate going forward.

  • Yes. We’ll help you make the switch smoothly, starting with a review of your existing books so nothing gets missed in the handoff.