Know what to expect.
What services do you provide?
Choose from three monthly packages: Bookkeeping Essentials, AR & AP Support, and Bookkeeping + AR & AP. Standalone one-time projects include Cleanup & Catch-Up and AR Cleanup. Tailored accounting-firm support and custom projects are also available.
Can I hire you for just one task?
Yes. Cleanup & Catch-Up and AR Cleanup are available as standalone one-time projects. For another defined assignment, ask about a custom project. You can keep your existing accountant.
Can you support our accounting firm’s clients?
Yes. Scope, access, branding, communication and reporting are agreed per client. Your firm retains oversight, approvals and professional sign-off.
How much does it cost?
Monthly packages start at $249 for Bookkeeping Essentials, $499 for AR & AP Support, and $699 for Bookkeeping + AR & AP. One-time Cleanup & Catch-Up starts at $500; AR Cleanup starts at $350. The combined monthly package saves $49 compared with buying the two monthly services separately. See Services for transaction, account, invoice, bill and follow-up limits. Starting prices depend on usable records and timely access; final scope and fees are confirmed in writing.
What is included in monthly bookkeeping?
Bookkeeping Essentials includes up to 100 bank/card transaction lines, two bank/card accounts, categorization, monthly reconciliations, and monthly profit and loss and balance sheet reports. Bookkeeping + AR & AP increases the allowance to 200 lines and three accounts and includes the listed AR/AP administration. One entity and one accounting system are included. Historical cleanup and software subscriptions are separate.
Will you work in our accounting software?
Work is planned around your current system where practical. Compatibility, permissions and authorized access are confirmed before work begins.
Who approves changes and payments?
You or your designated firm reviewer approve financial adjustments, credits, write-offs and payment arrangements. Customer payments go through your approved channels; you approve and release vendor payments.
Do you provide tax preparation or audit services?
These packages cover bookkeeping and accounting support. Tax preparation, audits and assurance services are outside the offering and remain with your professional advisers.
How do I send an inquiry?
Open the inquiry form, select one or more services, and share a brief summary. Optional attachments are limited to 10 MB combined. Complete any verification after sending; successful submission returns you to our branded thank-you page.