Frequently Asked Questions
Get clear answers about our services, process, pricing, and support.
Questions & Answers
What types of businesses do you work with?
We work primarily with small and midsized service businesses, including contractors and trades, consultants and coaches, and professional service firms.
Do I need to be located in Ohio?
No. We work remotely with clients across the United States using secure, cloud-based tools.
What is included in monthly bookkeeping?
Monthly bookkeeping generally includes transaction categorization, bank and credit-card reconciliation, monthly financial statements, and regular reporting. We will confirm your exact service plan before work begins.
Can you clean up books that are behind or inaccurate?
Yes. We review the condition of your books, explain what needs to be corrected, and provide a cleanup plan and project price.
Can you set up QuickBooks for a new business?
Yes. We can configure QuickBooks, create a chart of accounts for your business, connect financial accounts, and explain the basic bookkeeping process.
How do I know which service I need?
You do not need to decide before contacting us. During your free consultation, we will learn about your business and recommend the best next step.
How much do your services cost?
Pricing depends on the condition, volume, and complexity of your books. After the consultation, we will recommend a service and provide clear pricing.
How do I contact my bookkeeper?
You can contact our team by email, phone, or the secure client portal.
How quickly will you respond?
We aim to respond within one business day during normal business hours.
What forms of payment do you accept?
We accept ACH and credit cards.
Still Have Questions?
Tell us what is happening with your books. We will help you understand the next step.