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Questions owners ask.
Straight answers about pricing, how the monthly work runs, and where bookkeeping ends.
Grouped by topic. If yours isn't here, a free consultation is the quickest way to get an answer for your business.
Pricing and getting started.
What it costs, who it's for and how to begin.
How much does it cost?
Monthly bookkeeping is $500 (Simple), $750 (Moderate) or $1,000+ (Complex). I confirm your fee after reviewing the books, based on transaction volume and complexity. Setup, catch-up work, payroll and advisory are quoted in the same written proposal, and nothing is charged until you accept it.
Is the consultation really free?
Yes. It's a free 20-minute call with no obligation. You'll come away knowing what your books need and which tier fits, and a written proposal follows only if you want one.
What kinds of businesses do you work with?
Owner-run small businesses, from solo owners to small teams. Inventory, several sales channels, trust accounts or regulated reporting get a closer look before we quote.
Can I talk to someone?
Yes. Call or text (443) 600-8990, or get a free consultation at a time that suits you. You can also ask in writing through the quote form.
How the work runs.
Software, access, reports and what happens if you leave.
What software do you use?
We work in QuickBooks Online. If you use something else today, moving over is part of a setup or cleanup quote, and the subscription stays in your name.
How do you get access to my books?
By invitation from your software, never your password. Statements and receipts go through a secure document process, never email attachments or this website's form.
When do I get reports?
Your proposal states the report date. It depends on complete records by the 7th; if something is missing, you get a written list and a revised date.
Can I switch from my current bookkeeper?
Yes. We agree a cutoff date, get ledger exports and prior reconciliations, and confirm opening balances. Any cleanup is quoted separately.
Can I cancel?
Yes, month to month with 30 days' written notice. You get the reports you've paid for, exports and an open-items list, and we remove our access.
Payroll, tax and special cases.
Where bookkeeping ends and your other advisers begin.
Do you run payroll?
Yes, through an established payroll provider. We set it up, enter changes, check each run and get your approval before anyone is paid. The provider pays your team and files payroll taxes. One fee covers both.
Do you prepare tax returns?
No. We work alongside your tax preparer: quarterly numbers during the year and a year-end package they can work from.
Do you handle sales tax?
We record the sales tax you charge and owe. Deciding which sales are taxable and filing sales-tax returns stay with you or your tax preparer.
Do you work with contractors and construction companies?
Yes. Progress billing, retainage, job costing and work-in-progress reporting are quoted after we look at how your jobs run.
Still have a question?
Book a free 20-minute consultation, call or text, or ask in writing. No obligation.
