Questions, answered.

Fill out the Get a Callback form on the Contact page with a few details about the business — you'll get a call back, usually within about 30 minutes, to talk through what's needed. From there, it's mostly connecting bank feeds and QuickBooks Online so transactions can start flowing in.

Yes — catch-up bookkeeping is part of what's offered. Months (or longer) of backlogged transactions can be brought current and properly categorized, and a messy chart of accounts can be cleaned up, so the file is actually trustworthy going forward.

No — tax preparation and filing are CPA services and aren't part of what's offered here. What is guaranteed is that the books stay clean and organized, so they're ready to hand off to a CPA at tax time without any scrambling.

Books are kept on a cash basis. If a business is required to use accrual-basis accounting, an in-house bookkeeping team is recommended instead.

QuickBooks Online. New file setup, cleanup of an existing file, and ongoing bookkeeping are all handled directly inside QuickBooks Online, by a Certified QuickBooks Online ProAdvisor.

Bank and credit card statements are reconciled against the books, every transaction is reviewed and categorized, and a profit & loss statement, balance sheet, and plain-language summary are delivered on a schedule that's kept every month.

Whatever works best for the business — phone, email, or text. The commitment either way is clear, jargon-free communication and a response time that doesn't leave you waiting.

The team is based in Cincinnati and New York City, but bookkeeping work runs through QuickBooks Online and bank feeds, not paperwork that has to change hands in person — so being local isn't a requirement. Reach out through the Contact page and it's easy to confirm fit for a specific location.