Do you provide bookkeeping services for all industries?

Yes, we provide bookkeeping services across a wide range of industries. Our team has experience working with businesses in sectors such as retail, e-commerce, professional services, healthcare, construction, hospitality and education. While each industry has its unique requirements, we tailor our approach to meet the specific needs of your business, ensuring accurate financial records and compliance with industry standards. If you have a niche business or unique operational needs, we’re happy to discuss how we can support you.

What size businesses do you work with?

We specialize in working with small to medium-sized businesses across a variety of industries. Whether you’re a solo entrepreneur, a growing startup, or an established company with a full team, we provide customized bookkeeping solutions to meet your needs. Our goal is to support your growth by giving you clear, accurate financial insights - so you can focus on running your business with confidence.

How does it work?

Our bookkeeping process is designed to be simple, efficient and transparent. Throughout the month, you’ll send us your relevant documents - such as bills, invoices and receipts - via secure, cloud-based tools. At the end of each month, we close your books, ensuring all transactions are accurately recorded and reconciled. By the 10th of the following month, you’ll receive a complete set of financial reports, including your profit and loss statement, balance sheet and cash flow summary. This process gives you consistent, up-to-date insights into your business’s financial health without the stress of managing it yourself.

Do you also provide payroll or tax services?

While we do not offer payroll or tax services directly, we’re happy to collaborate with your CPA or payroll provider to ensure seamless financial management. Our role is to maintain accurate, up-to-date records that make tax filing and payroll processing as smooth and efficient as possible. If you need recommendations, we can also connect you with trusted professionals in our network.

What accounting software do you use?

We exclusively use QuickBooks Online to manage our clients’ bookkeeping. It’s a powerful, cloud-based platform that allows for streamlined reporting and secure collaboration. By focusing solely on QuickBooks Online, we’re able to deliver expert-level support, efficient processes, and reliable financial insights tailored to your business needs.

Will I be able to access my financial data in real time?

Yes, absolutely. Since we use QuickBooks Online, you’ll have secure, real-time access to your financial data anytime, from anywhere. This means you can monitor your business’s financial health, review reports, and track transactions whenever it’s convenient for you. We believe transparency and accessibility are key to helping you make informed decisions with confidence.

How often will I receive Financial Reports?

We provide detailed financial reports on a monthly basis. Our goal is to deliver your reports - typically including your profit and loss statement, balance sheet, and cash flow summary - by the 10th of each month, reflecting the previous month’s activity. This consistent schedule ensures you have timely, accurate insights to support informed business decisions.