Accounting

How does it work?

First, we will get your books cleaned up and then each month your dedicated accountant will complete your monthly bookkeeping and deliver intuitive financial reports, so you can easily monitor the health of your business. And come tax time, we’ll send everything you need to easily file your taxes. 

What’s the process of getting started?

We start by assessing the current state of your books to get an idea of any necessary setup that might be required. We’ll provide a quote for setup and ongoing monthly accounting services and we’ll be ready to get started from there.   

What accounting services do you provide? 

We reconcile your accounts, categorize your transactions, and create your financial statements. Occasionally we might need your input on things like categorizing a transaction properly, but we try our best to make the process as hands-off as possible for you.

How long does it take to do my accounting each month?

Once we receive all of your documents, we’ll complete your deliverables for the month within 15 business days. 

What if I’m behind with my books? 

We’ll get them up to date fast!!  No matter how far behind you are, we can get you caught up quickly.

Can I ask questions about my books? 

Of course! We’re here to support you and your business at no extra charge.

How do prices change as I grow? 

As your business grows in size and complexity we will be as transparent as possible and will notify you 30 days in advance of any price changes. 

What is your cancellation policy? 

We just require 30 days notice to terminate our agreement and while we’d hate to see you go, we will help transition your business to your new provider.

What about filing taxes?

We’ll have all of your documents ready to be filed by us or your preferred provider.