Curious about QuickBooks®?

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Looking for a rock solid bookkeeping team?

That's where we come in.

Let's launch your business to the next level with our bookkeeping services!

Accurate books aren’t just for tax season—they’re what help your business run smoother, smarter, and with a lot less stress. Clean financials give you visibility into what’s really going on: where your money’s going, what’s working, and what needs adjusting. With the right bookkeeping support, you can finally stop guessing and start making decisions that actually move your business forward.

We’re the team that brings order to the financial side of your business. You’ll have a dedicated bookkeeper, a built-in review process for extra accuracy, and monthly reports you can actually understand. We believe in proactive communication, consistent systems, and bookkeeping that doesn’t feel like a black box. Just clean numbers, delivered on time, by a team that really knows your business.

Our Proven Process

We have a proven process that works time & time again! Here’s a visual.

The Details

📋The Advanced Discovery Questionnaire

Before we dive into your books, we start by learning your story through the Advanced Discovery Questionnaire. This in-depth questionnaire helps us understand how your business runs, what’s working, what’s not, and what kind of support you’re looking for. It takes about 30–40 minutes to complete and sets the stage for everything that follows—so we can make sure we’re building the right plan for your needs.

🤝The Meet & Greet

Once you’ve submitted your questionnaire, you’ll have your one-on-one call with someone from our team. This is your time to talk through your answers, ask questions, and get to know how we work. It’s our chance to get to know you—your goals, challenges, and whether we’re the right team to support you. There’s no pressure and no payment required. Just a friendly conversation to explore if we’re a good fit, make sure your needs align with what we offer, and decide on next steps. If everything feels right, we’ll move forward with a File Review and put together a personalized plan for your bookkeeping support.

✅The File Review

Every client relationship starts with a required, paid File Review—because we believe in doing things right from the start. During this review, we take a detailed look under the hood of your existing QuickBooks® file (or other accounting system) to assess its current condition. We’re checking for accuracy, completeness, and anything that might impact your monthly bookkeeping. Whether your file is pristine or... let’s just say “well-loved,” this review helps us build a clear plan tailored to your needs. The File Review ensures we’re recommending only what you need—no bloated packages, no generic advice. Just thoughtful, honest guidance based on your unique file and business operations.

🔄Recurring Bookkeeping Services

After your File Review, you’ll receive a custom proposal outlining your monthly bookkeeping fee, any clean-up or optimization work needed, and your go-forward plan. Once you're fully onboarded, you’ll be assigned a Lead Bookkeeper and set up on a standard recurring schedule—so you know exactly what to expect and when to expect it. Our core service is monthly bookkeeping, but if your business requires more frequent updates, we’ve got you covered. We can also layer in additional services like payroll processing, Accounts Payable (AP), Accounts Receivable (AR), or cash flow management to support your specific needs and give you more control over your financial picture. After your books are closed each period, you’ll receive accurate, easy-to-read financial reports that actually help you understand what’s going on in your business.

🛠️No File? No Problem. We Build from Scratch.

Starting from nothing? We’ve got you. Our custom QuickBooks® File Build sets up your books the right way from day one. We create a file tailored to your business—think personalized Company Settings, custom Chart of Accounts, accurate sales tax setup, and organized bank feeds. The result? A clean, streamlined QuickBooks file built for accuracy, efficiency, and growth.

Ready to get started?

Book your Meet & Greet to kick things off! This is a casual, no-pressure call with our team to get to know each other and see if we’re a good fit.

After scheduling, you’ll receive your Advanced Discovery Questionnaire within 1 business day. Just make sure it’s completed before your Meet & Greet—it helps us make the most of our time together and come to the conversation prepared.

Want more info?

We've got you!

Keep scrolling to find out more on:

🗸 How Much Does It Cost

🗸 Signs You're Ready for Bookkeeping

🗸 Common Q&A's

🗸 Let's Skip the Call!

How much does it cost?

There's no one size fits all when it comes to cost. Pricing depends on business complexity, transaction volume, and other variable factors. Below are examples of different businesses and their potential pricing structure.

SIGNS YOUR BUSINESS IS READY FOR BOOKKEEPING

  • Your accounting records aren't up-to-date.
  • You're mixing business & personal finances.
  • You have unclear cashflow management.
  • Tax time is your worst nightmare.
  • You have missed payments and overdue invoices.
  • You have no time for financial strategy.
  • You're experiencing rapid growth.
  • You're having payroll compliance issues.
  • You're not using data to make financial decisions.
  • You're stressed and worried about finances.

Want to Skip the Call?

(for now!)

If you already know we're the one and whether you need a File Review or a QuickBooks® File Build, you can go ahead and purchase it directly to get the ball rolling. While payment secures your spot in our queue and speeds up the process, you’ll still need to schedule a Meet & Greet and complete the Advanced Discovery Questionnaire before we begin. This conversation helps us understand your business, your goals, and what kind of support you’re really looking for—so we can do the work right the first time.

All work is dependent on team availability and your spot will be scheduled once we’ve had that initial conversation.

File Review

Our File Review is the first step to clean, accurate books and better financial systems. We’ll start with a quick discovery process—your Advanced Discovery Questionnaire and a Meet & Greet—then take a deep dive into your QuickBooks® file to assess how your financials are being tracked and where improvements can be made. Once the review is complete, we’ll meet 1:1 to walk through our findings and provide a custom quote for any cleanup, optimization, or ongoing support.

File Build

Our File Build service sets you up with a clean, customized QuickBooks® file built specifically for your business. We’ll personalize your Company Settings, Chart of Accounts, Bank Feeds, Products & Services, Sales Tax, and more—no templates or guesswork here. Once your file is built, you’ll meet 1:1 with a bookkeeping expert to review the setup and discuss next steps. It’s the easiest way to start strong with a system that’s organized, accurate, and ready to grow with you.

Common Q&A's

Bookkeeping is the process of recording transactions in a consistent way, typically using accounting software such as QuickBooks. It is a key component to building a financially successful business.

A bookkeeper handles the recording and reconciliation of financial transactions, including purchases, receipts, sales, and payments. They manage your general ledger and ensure your books are accurate and up-to-date. They also can provide services such as accounts receivable and payable management, payroll processing services, and cashflow preparation.

Bookkeeping is the recording and reconciling of transactions and the foundation of the accounting process. Accounting is the overall management of the recorded financial information, which includes analyzing, interpreting, and reporting data.

Technically speaking, we are both! While 75% of what we do for clients is bookkeeping, our team also provides accounting services, except for income tax planning and filing. Our most common accounting services include cashflow planning, budgeting, and sales tax planning.

Bookkeepers use various accounting software to manage records more efficiently. We are a QuickBooks specific firm, meaning we only work with QuickBooks products. If you are currently using something else and are open to change, no problem! We can help you convert from another system to a QuickBooks subscription that fits your needs.

Hiring a professional bookkeeper ensures financial accuracy especially when it comes to things like recording loans, sales tax, fixed asset purchases, and year end tax adjustments. They also help with tax requirements and compliance, plus can provide valuable insights to help you make better business decisions. Remember, you did not start your business to be a bookkeeper (unless you're us).

Depending on the needs of your business, this can be anywhere from daily to monthly. While monthly works for the majority of small businesses, we can guide you on what's right for you based on your business needs.

Ah, the million-dollar question! Costs vary depending on the complexity and volume of transactions, any additional services that are provided such as cashflow projections or payroll services, and the level of guidance you desire from your provider. That said, our average bookkeeping package is $1,250 per month, with some as low as $550 per month and others as high as $5,000 per month. If you decide to work with us, we will dig deep into your financial activity and business goals so that we can provide you with a custom quote based solely on your unique needs.

Absolutely... otherwise, we'd be out of a job! Proper bookkeeping is crucial for small businesses to manage cash flow, secure loans, and prepare for tax time. If your goal is to grow, having accurate data to make financial decisions is key.

Look for a bookkeeper with experience in your industry, who asks in depth questions about your business, and who has strong references. Ensure they understand your business goals, can communicate financial information clearly, and speak in terminology that you understand. Check out our blog post for more on this topic!

Start by setting up a system for tracking your financial transactions. This can be as simple as using a spreadsheet or as sophisticated as a dedicated accounting software such as QuickBooks. Consider consulting with a bookkeeper to setup your system correctly from the get-go. We offer a QuickBooks File Setup service to help you do just that. Starting off on the right foot can make all the difference in the long run!

Besides the fact that we have a pretty groovy website? Because we hands down have the best team. When you work with us, you get real people that speak real talk. Our goal is to meet you where you're at, give you the financial information you need, and educate you on any data points that may have you a bit lost in space.

Want to Talk Bookkeeping?

Use the link below to send us your info, our team will get in touch!

No one has the capacity to do everything and do it well. If you're struggling with bookkeeping, let's take it off your to-do list so you can get back to doing what matters most... running your business!

NEED QUICKBOOKS® PRODUCTS?

We offer discounted pricing on all QuickBooks® software.

Don’t pay full price for QuickBooks® software when you don’t have to. We’ve been a part of the QuickBooks® Solutions Provider program since its launch in 2006 which is just a fancy way of saying they give us preferred discounted pricing that we get to pass on to you!

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