Common questions
Frequently asked questions
How much does bookkeeping cost?
We quote a fixed monthly rate after a 30-minute call. The number depends on transaction volume, number of accounts, and whether you need catch-up work. No surprises after that. Book a free call and we will scope it together.
Do I need QuickBooks Online already?
Not required, but we work in QuickBooks Online. If you do not have it, we can set it up during onboarding. If you are already on QBO, even a messy file, we connect and get to work. We are a certified ProAdvisor firm.
My books are a disaster. Can you still help?
Yes. Catch-up and clean-up is one of the most common starts. Whether you are a few months behind or a few years behind, we assess, give a clear scope and price, get you current, then move to monthly service.
How long does it take to get started?
After the discovery call, a proposal lands within 48 hours. Once you sign digitally, we connect to QBO and start onboarding. Most clients see the first monthly package within about 30 days of signing.
Are there long-term contracts?
No. Engagements are month-to-month. Cancel anytime with 30 days notice.
Do you do taxes?
We do not prepare tax returns. That is your CPA's job. We keep books clean, reconciled, and CPA-ready so filing is faster and cleaner. We work with your CPA or can refer one if needed.
What industries do you specialize in?
Home-service and trades are the specialty: landscaping, lawn care, HVAC, plumbing, electrical, general contractors, gutters, cleaning, construction, and similar businesses. Job costing, seasonal cash flow, equipment, and subcontractors are core to how we work. Other small businesses that want the same approach are welcome too.
What does the advisory service include?
Every monthly client gets a one-page financial summary with the books. CFO Advisory clients also get cash flow analysis, budget vs. actuals, job profitability by service line, and a monthly advisory call.