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- What services do you offer?
We provide professional bookkeeping services for service-based businesses, including transaction categorization, bank and credit card reconciliations, accounts receivable and payable tracking, and monthly financial reporting.
We also offer payroll support as an add-on service.
2. Do you provide tax preparation or filling?
2. Do you provide tax preparation or filling?
No, we do not prepare or file taxes.
However, we ensure your books are accurate, organized, and ready for your CPA or tax professional, making tax preparation more efficient and helping reduce errors.
3. How much do your services cost?
3. How much do your services cost?
Pricing depends on the size and complexity of your business.
We’ll discuss your needs during a free 15-minute call and provide a clear, straightforward quote.
4. What types of businesses do you work with?
4. What types of businesses do you work with?
We specialize in service-based businesses such as therapists, consultants, real estate professionals, Brazilian Jiu-Jitsu academies, and other independent service providers.
We don't work with retail services.
5. Do you work with businesses outside of California?
5. Do you work with businesses outside of California?
Yes. We work with service-based businesses across the United States using secure, cloud-based tools.
In most cases, there are no issues working across state lines. However, depending on your business location, there may be state-specific requirements or tax considerations that need to be addressed.
If additional compliance or coordination is required, we’ll clearly explain it upfront and discuss any additional service fees before moving forward.
6. What software do you use?
6. What software do you use?
We primarily use QuickBooks Online to manage bookkeeping.
It allows us to keep your books organized, secure, and accessible from anywhere.
7. Can you help if my books are behind or messy?
7. Can you help if my books are behind or messy?
Yes. We offer catch-up and clean-up services to get your books organized and back on track.
8. How often will I receive financial reports?
8. How often will I receive financial reports?
We provide monthly financial reports, including Profit & Loss, Balance Sheet, and Cash Flow, so you can clearly understand how your business is performing.
9. Do I need to switch to QuickBooks Online?
9. Do I need to switch to QuickBooks Online?
Yes! We primarily work within QuickBooks Online to ensure efficiency and consistency.
10. How do we get started?
10. How do we get started?
The first step is to schedule a free 15-minute call.
We’ll review your current situation, answer your questions, and outline the next steps.
11. Will I have direct communication with you?
11. Will I have direct communication with you?
Yes. As a family-run business, we work closely with our clients and believe in building strong, long-term relationships.
Contact Us
Contact Us
Have a question or not quite ready to schedule a call?
Have a question or not quite ready to schedule a call?
We're here to help.
Whether you’re curious about our services, want to understand how we work, or just have a quick question about your bookkeeping, feel free to reach out.
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