While nobody likes ‘it depends’ as an answer, it’s true – Every client receives a custom quote based on their needs and the complexity of their business. To give you an idea of what it might cost for you, our rates start at $500/mo for the Essentials Package.

We are not accountants, so we will not file your taxes for you. However, we help you go into tax season well-prepared! We can help you to file 1099s and your sales tax, if needed. And if you need a CPA or tax accountant, we’ve got plenty of vetted pros that we can refer you to!

Yes, we can help our clients with managing their receipts. This does require you to upload them to our portal, but we’ll cover that on our consultation call. You can fill out this form to get on our calendar!

We don’t process payroll, but we have a couple of affordable, easy-to-use third-party payroll providers that we LOVE. You can check them out on our resources page.

We don’t do accounts payable or bill pay. We believe they are better handled by a member of your internal team.

The best way for you to hand this off is to work with us upfront – when we first start working together, we’ll have lots of questions, and gain access to a few of your systems. After that, all you’ll have to do each month is answer our questions and show up to our review calls!

The time you spend working directly on bookkeeping things will decrease quickly as we get access to your systems and we both get into a rhythm.

To keep everything streamlined, we ask questions using our handy dandy Client Portal. You can reply there as well as securely send us documents. 

We ask for read-only access to your bank & credit card accounts, the prior year’s tax return, loan documents, access to your invoicing software, and sales tax info, if applicable. If there are other documents we need, we’ll tell you in your kickoff call!

We make it easy for you by establishing an automatic, recurring ACH payment for the 1st of every month. You only have to fill it out once, and it’s set from then on!

Due to our monthly work cycles, we do ask for 60 days notice for cancellations or changes to your service packages.