FAQs

Frequently Asked Questions

How do I know if my books are accurate?

We reconcile your accounts and review your reports regularly to ensure everything is accurate and up to date.

Can you help me prepare for tax season and work with my CPA or tax preparer?

Absolutely! We’ll make sure your books are clean and ready for your tax preparer, and we're happy to collaborate and share any needed reports you authorize.

Can I upgrade or downgrade my service plan?

Yes—just give us a one-month notice.

Do you file taxes, sales tax, or payroll taxes?

We currently offer sales tax filing and select business tax services, including 1099 prep and personal property tax filings.

At this time, we do not file federal income tax, state income tax, self-employment tax, or payroll taxes, but we provide clean, organized books and reports to support your tax preparer or CPA. We're planning to expand into full-service tax filings soon.

Do you offer 1099 or W-2 prep?

We offer 1099 preparation and filing as part of our year-end support. Pricing starts at $20 per form for up to 20 contractors, with $5 per form for each additional.

W-9 collection and support is also available.

How long have you been doing bookkeeping?

The owner has been in the accounting field for nearly 15 years, with most of her experience in the non-profit field.

Are you a licensed CPA or certified bookkeeper?

Yes—The owner is a licensed CPA with experience in both bookkeeping and advisory roles.

What makes your service different?

You get more than data entry—We offer personalized, CPA-level insight and support that’s tailored to your business.