frequently asked questions

What accounting software do you use?

We primarily work with QuickBooks Online, but we're open to supporting clients on other accounting platforms. If you're looking to switch systems, we can also help guide the transition process and ensure your financial information remains organized and accurate.

Do you work with clients outside of North Carolina?

Yes! While we are based in Hillsborough, North Carolina, we work remotely with clients throughout the United States using secure cloud-based accounting and communication tools. 

What types of businesses do you work with?

We primarily work with small businesses and entrepreneurs who are looking for reliable bookkeeping support and clear financial information. Whether you're just getting started or have an established business, We can help keep your books organized and up to date.

How do I get started?

Simply complete the inquiry form on the contact page or email [email protected]. We will review your information and reach out to schedule a complimentary discovery call so we can discuss your business and bookkeeping needs.

My books are a mess. Can you help?

Absolutely! Many business owners come to us because they've fallen behind, have disorganized records, or simply aren't sure where to start. Our approach is completely judgment-free, and we're here to help create a clear path forward.

Do you offer one-time cleanup projects?

Yes! In addition to ongoing bookkeeping services, we can assist with bookkeeping cleanup and catch-up projects for businesses that need help getting their records organized and current.

How much do your services cost?

Every business is different, which means the level of bookkeeping support needed can vary. After learning more about your business during our discovery call, we'll recommend the services that are the best fit and provide details about pricing, included services, and how we can support your goals moving forward.

What if I'm not sure what services I need?

During our discovery call, we'll discuss your current bookkeeping situation, goals, and challenges. We will recommend the services that make the most sense for your business.