Frequently Asked Questions

“A budget is telling your money where to go instead of wondering where it went.”

— Dave Ramsey

Do I actually need a bookkeeper 🖊️, or am I just being lazy?

Look, if you're asking this question, you probably already know the answer. Needing a bookkeeper isn’t about being lazy — it’s about the best use of your time. If doing your own books feels like a chore that keeps you from higher-value work (or stresses you out), hiring a bookkeeper is an investment, not a weakness. 

You might need us if:

●      Reconciling accounts makes you want to throw your laptop out the window

●      You're spending Saturday nights with spreadsheets instead of doing literally anything else

●      Your "filing system" involves piles of receipts and prayer

●      You keep thinking, "I'll figure out QuickBooks tomorrow" (it's been six months)

●      The word "depreciation" makes you break out in hives

Bottom line: Your time is worth more than you think. Let us handle the numbers so you can handle what you do best.

Well, only you know your budget — but most of our clients find that working with us costs far less than hiring a full-time employee. The real benefit is having a dedicated, reliable team that loves this work (we know, we’re a little unusual!) without the extra expenses of payroll taxes, benefits, or office space.

Consider this: the hours you spend on QuickBooks are hours you could spend growing your business, serving clients, or even taking a break. Your time is valuable — and bookkeeping help is often more affordable than you think.

  • Are you kidding? We LOVE a good challenge. Bring us your three-year backlog, your QuickBooks file that somehow has negative inventory of unicorns (true story). We've seen business owners track expenses on napkins, use creative interpretations of what constitutes a "business category," and create a Chart of Accounts that looks like abstract art.

    We’ve seen it all. We’re like the supportive neighbor who lends a hand when you’re moving — just there to make the process easier.

  • Fair question! Our team has decades of experience in bookkeeping and business finance — probably about 100 years combined, though we don’t like that kind of math because it shows our age. The bottom line: we’ve seen it all, and we deliver what we promise.

  • Sure, you could also cut your own hair and represent yourself in court. The question is: should you?

    QuickBooks is powerful. It's also quirky, temperamental, and has roughly 847 ways to categorize the same expense. We speak fluent QuickBooks and can make it behave. You could spend months learning to do what we can knock out in hours.

  • Business doesn’t just happen between 9 and 5 — and neither do we. While most meetings are during standard hours, our team is responsive by email and flexible when urgent situations come up. We’ll make sure you feel supported, not stranded.

  • Nope! We're the opening act, not the headliner. We get your books in order so your CPA can focus on getting you the best tax outcome instead of trying to figure out what that mysterious $500 expense from March was for.

    We work directly with your tax pro to make the whole process smooth.

  • Think about it: do you want bookkeepers who sound like they swallowed a tax manual, or people you’d actually enjoy having coffee with?

    We’re the coffee kind. We explain your numbers in down-to-earth terms, stay responsive, and genuinely care about your success.

    If that’s what you’re after, we’re a good match. If you’d rather formal and stuffy, we can point you to a few folks who do that too.

  • Step one: We listen. Step two: We build a game plan tailored to your business. Since we work hourly, we can’t give you a flat price ahead of time, but we’ll outline what needs to be done and how we’ll tackle it — no surprises, no fine print, just a clear path forward.

  • If you outgrow us, that’s great news — it means your business is booming. When that happens, we’ll be upfront if it’s time for a full-time in-house bookkeeper or a larger firm. We’re not here to hold you back; we’re here to see you thrive. Until then, we’ll keep growing with you and helping you turn your numbers into smart decisions.