Common questions
Straight answers — no runaround.
I already have a cheaper bookkeeper. Why switch?
+
That's a fair question. The difference is usually in what's actually included. If your books are reconciled monthly, your platforms are connected, your CPA gets a clean package in January, and you have a real P&L to show a lender — then a lower rate is a great deal. If any of those things aren't happening, the gap between what you're paying and what you're getting is exactly where the risk lives. We'd rather show you what you're missing before talking price.
My books are fine — I handle it myself. Do I really need this?
+
Honestly, if your books are current and accurate and you can produce a clean P&L on demand, you might not need us yet. But most business owners who say this have had at least one tax season surprise, or couldn't produce financials quickly when a bank or partner asked. The $900 Strategic service exists precisely to prevent a $3,000–$8,000 CPA remediation bill and a failed loan application. The cost is real — so is what it prevents.
What if I only need something basic?
+
The Essential tier is designed for exactly that — starting at $450/month. That said, "basic" looks different for every industry. A restaurant with tipped payroll and a POS system isn't basic, even if it feels that way. The right tier is about the complexity of your books, not the size of your business. We'll tell you honestly which tier fits during your free discovery call.
Why not just hire a part-time bookkeeper?
+
A part-time bookkeeper at 10 hours a week runs $900–$1,200/month before payroll taxes, benefits, PTO, and the cost of replacing them when they leave. You also get one person's generalist knowledge, no redundancy, and no industry specialization. The Strategic tier gives you a QuickBooks expert who has set up books for your specific industry — at effectively the same or lower cost with zero HR overhead.
Do you give tax advice or file returns?
+
No — and that's intentional. We're bookkeepers, not CPAs. Our job is to get your books clean, current, and organized so that when you sit down with your accountant or tax preparer, they have everything they need and your tax season goes smoothly. We work alongside your CPA — not instead of one.
All pricing is a flat monthly fee — no hourly billing, no surprise invoices. Your rate is determined during the discovery call based on your transaction volume, number of accounts, and complexity of your books. If you choose annual billing, you save 10% compared to month-to-month. Cleanup fees, if applicable, are quoted separately and paid before monthly service begins.