Frequently Asked Questions

We offer bookkeeping, tax preparation and planning, payroll processing, LLC formation assistance, catch-up bookkeeping, and financial reporting for US small businesses, with experience in e-commerce, real estate, construction, healthcare, and startups.

We are a remote-first firm serving US small businesses. We work by phone, email, video call, and secure file sharing, so you get the same service wherever you are.

We combine technology with personal support: a dedicated point of contact, clear monthly reports, and proactive tax-planning conversations at transparent prices. We also focus on multi-state compliance and industry-specific needs.

We update books monthly for most clients. By the 10th of each month you receive reconciled statements, a P&L, a balance sheet, and a cash flow report. Clients with high transaction volume can ask about weekly updates.

Yes. We work with QuickBooks Online, Xero, and other major platforms. We can set up your books in your preferred software, and you always have access to your own financial data.

Yes. Our catch-up bookkeeping service is built for this. We clean up past transactions, reconcile accounts, and get you current. Contact us for a quote based on the number of months and transactions.

We support clients in all 50 states. Tell us where your business operates and we'll confirm exactly which federal, state, and local filings apply to you.

For calendar-year businesses, S-corporation and partnership returns are generally due March 15, and C-corporation and individual returns April 15 (extensions are available). Deadlines move when a date falls on a weekend or holiday, and we track the dates that apply to you.

We can help you understand an IRS notice, gather and organize the records needed, and prepare for a response. Formal representation before the IRS (for example in an audit or appeal) can only be provided by an attorney, CPA, or enrolled agent. If you need that, we will tell you plainly and work alongside your representative.

You provide employee hours (or we integrate with your time-tracking app). We calculate wages, withholdings, and deductions, process direct deposit, provide pay stubs, and prepare the payroll tax filings (941, 940, state unemployment, and so on). You approve each payroll run before it is processed.

If the error came from our side, we correct it promptly and help with any amended filings or penalty-abatement requests. If it came from information supplied to us, we help you fix it quickly and advise on any amendments needed.

Monthly bookkeeping starts at $199/month, tax preparation starts at $249 for individuals and goes up to about $799 for corporate returns, and payroll starts at $49/month plus $6 per employee. Every quote is free and carries no obligation.

No. Fees are stated in your engagement letter. The only additional costs are government filing fees (for example for LLC formation or state filings), which are passed through at cost.

Yes. Monthly services can be cancelled with 30 days' notice, and there are no long-term contracts. Annual tax preparation is paid on completion.

We use encrypted connections (HTTPS/TLS), limit access to client data to the team members who need it, and never sell your information. Our Privacy Policy explains the details.

Only with your permission, or where needed to complete your work (for example, filings with the IRS and state tax agencies, or software providers that process your data for us). We do not sell or rent your information.