We start with a quick call to learn your business, tools, and goals. Then we request secure access, review your books, and confirm scope, timelines, and monthly deliverables. You’ll know exactly what happens first and what “done” looks like.

Pricing is based on monthly transaction volume, accounts, and the condition of your books. After a short review, you’ll receive a clear quote for monthly bookkeeping and (if needed) a separate one-time cleanup cost—no surprise add-ons.

Yes—QuickBooks Online is our primary platform, and we can help you get it set up correctly or clean up an existing file. If you use other tools (Square, Stripe, Shopify, Gusto, etc.), we’ll map the integrations and keep everything consistent.

Absolutely. We can catch up overdue bookkeeping, reconcile accounts, and correct categorization so your reports are usable again. We’ll outline what’s missing, prioritize the fastest path to accurate books, and keep you updated as we work through periods.

You’ll receive reconciled books and easy-to-read financial reports (typically Profit & Loss and Balance Sheet), plus notes on anything that needs your input. We also build a predictable close process so you always know where your numbers stand.

Mostly timely access and quick answers when questions come up. We’ll give you a simple monthly checklist (statements, any new accounts, unusual transactions) and communicate in plain language so you’re never stuck translating accounting jargon.