We primarily support small, service-based businesses—consultants, coaches, creatives, wellness providers, trades, and local storefronts. If you send invoices, collect payments, and manage ongoing expenses, there’s a good chance we’re a great fit. During your free consultation, we’ll confirm whether our services match your needs.

No. We work virtually with clients using secure, cloud-based tools to access your accounting software and financial documents. We’ll agree on clear communication channels (email, video calls, or phone) and a schedule that fits your availability.

We are experienced with leading small-business accounting platforms such as QuickBooks Online and similar cloud-based tools. If you’re not set up yet, we can help you choose and configure the right solution for your business.

After reviewing your current situation (transaction volume, number of accounts, complexity, and any cleanup required), we’ll provide a flat monthly rate so you know exactly what to budget. Larger cleanups may be quoted as a one-time project, followed by ongoing maintenance.

Your CPA typically focuses on tax strategy and filing. We handle the day-to-day and month-to-month organization of your financial data—categorizing transactions, reconciling accounts, and preparing accurate statements. We’re happy to collaborate directly with your CPA so tax time is smooth and stress-free.

You don’t need anything formal. It’s helpful if you can share which accounting tools you’re using (if any), how up-to-date your books are, and what’s currently stressing you about your finances. We’ll guide the conversation from there.