FAQ
Straightforward answers about how the work is structured and what is — and isn't — included.
Monthly bookkeeping. We record and categorize transactions, reconcile bank and credit card accounts, follow up on unclear items, and keep your bookkeeping records organized. We'll agree on the exact routine before work begins.
Small and growing businesses that want consistent, dependable books without taking on all the monthly work themselves. A conversation will help us determine whether we're a fit.
Yes. We work remotely with businesses throughout the United States, with a focus on Los Angeles and Southern California.
Tell us what software you currently use when you reach out. We'll discuss whether your setup is a good fit for the monthly bookkeeping process.
We can discuss a transition. First we'll need to understand the condition of the current records and any open items before agreeing on ongoing monthly work.
Tell us about it in your inquiry. We'll review where things stand and discuss what needs to be resolved before a monthly bookkeeping routine can begin. Cleanup is not currently offered as a separate service.
A backlog of unreconciled accounts or uncategorized transactions may require extra time for your CPA to sort out later. That additional cleanup can increase your costs, depending on the condition of your books and your CPA's fees. Consistent bookkeeping helps keep records ready for review.
No. For now, we focus on monthly bookkeeping only. We do not provide standalone payables or receivables management, tax preparation, audit, attest, legal, or financial advisory services. We can keep bookkeeping records organized for your CPA or other qualified professional.
We'll discuss a practical schedule based on your transaction volume and bookkeeping needs before work begins.
Pricing depends on factors such as transaction volume, number of accounts, and the condition of your current books. We'll discuss an appropriate monthly scope and price after learning about your business.
Request a consultation through the contact page. Tell us about your business, your current setup, and what you'd like help keeping current.
Next step
If something isn't covered here, a short conversation is usually the fastest way to get a clear answer.