Your books are kept in QuickBooks Online. You have access to them 24/7.

For those interested, we offer a free 30-minute introductory call where we can talk about your business’s bookkeeping needs and see if we’re a good fit. Texting and emailing are also welcome.

We operate on a remote communication model, predominantly utilizing email for client correspondence. While phone calls are infrequent, we are available for them when necessary. This approach enhances our efficiency and ensures that we maintain a clear record of all conversations for easy reference.

Sign a simple, straightforward, one-page engagement letter, and upload your documents via secure link or to a private, password-protected client folder for safe handling.

Bank statements and documents are due each month.