FAQ
Can you fix our past mess?
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→ Absolutely. We specialize in catch-up bookkeeping. Whether you're 6 months behind or 2 years behind, we'll reconstruct your records, reconcile everything, and get you current—typically within 4-8 weeks depending on how messy things are. We've seen worse than whatever you've got, promise.
How fast can you start?
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→ Most clients are fully onboarded within 2-3 weeks. Week 1: We audit your current setup and identify what needs fixing. Weeks 2-3: We clean up the backlog and take over your ongoing bookkeeping. By week 4, you're getting monthly financials without lifting a finger.
Do you work with our CPA?
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→ Yes, and they'll love us for it. We provide your CPA with organized, accurate, reconciled books that make tax prep faster and easier. Many of our clients come from CPA referrals because we reduce their workload. We coordinate directly with your tax preparer so you don't have to play middleman.
If you’re not fully happy with your current tax partner, we can help too by serving you with our fantastic in house tax team. They'll coordinate directly with our bookkeeping team and make for a seamless relationship for all of your finance and tax needs.
What if we're already using QuickBooks?
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→ Perfect. We work in your existing QuickBooks Online file—no need to start over. We'll audit your current setup, fix any categorization issues, clean up your chart of accounts, and take over from there. If you're on QuickBooks Desktop, we can migrate you to QuickBooks Online as part of onboarding.
Do you handle both W-2 employees and 1099 contractors?
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→ Yes. We track both, ensure proper classification (important for IRS compliance), and handle all the reporting requirements. At year-end, we prepare your 1099-NECs and W-2s on time. For consulting firms with lots of 1099 contractors, this alone saves you 10+ hours every January.
Can you track project profitability?
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→ Basic bookkeeping tracks your overall revenue and expenses. If you need project-level profitability (which many firms do), we can absolutely do it. We set up class/location tracking in QuickBooks to give you visibility by client or project, and we can also build deeper profitability reports that include labor costs and allocations.
We’re happy to provide full project-level profitability tracking — it just comes at an additional cost.
Can you help us get ready for an audit or due diligence?
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→ Yes. We provide audit-ready books with full documentation, proper accrual accounting, and organized supporting records. If you're preparing for financing, acquisition, or investor due diligence, we can work with your auditors directly and provide everything they need.
