We offer a simple 3-step bookkeeping process.

1. You send us your information
You securely send us your bank statements, credit card statements, invoices, receipts, and other bookkeeping documents through your preferred secure cloud platform.

2. We work on your books
Our bookkeepers record your income and expenses, categorize transactions, reconcile bank and credit card accounts, and complete the bookkeeping tasks required for your business.

3. You receive tax-ready reports
We prepare your monthly or quarterly financial reports, including profit & loss statements, balance sheets, cash flow statements, and other reports required by you or your CPA.

Absolutely. We work with small businesses, growing companies, and accounting firms across the country. Our experienced bookkeepers can manage your day-to-day bookkeeping and provide ongoing support as your business grows.

Yes. We are happy to provide bookkeeping support on a temporary basis and keep your books accurate, reconciled, and up to date until your regular bookkeeper returns. We can also step in during busy periods, staff shortages, vacations, or whenever your business needs additional bookkeeping support. You can use our services for short-term or ongoing requirements without having to hire another full-time employee.

We are a team of experienced bookkeeping professionals with a strong work ethic, proactive approach, and commitment to our clients. With more than 15 years of experience and 200+ businesses served, we understand the importance of accuracy, reliability, communication, and timely delivery. Our bookkeeping services start from just $18.50 per hour, giving businesses access to professional support at a competitive cost. We work closely with every client and aim to become a dependable extension of their business.

Yes, online bookkeeping can be handled securely when proper systems and procedures are followed. We take the privacy and confidentiality of your financial information seriously. We use secure methods for exchanging documents and accessing bookkeeping information, and our team follows strict procedures when handling sensitive business and financial data. Access to client information is limited to authorized personnel involved in providing your bookkeeping services.

Definitely. Our bookkeeping team can handle much more than routine transaction entry and reconciliation. We can assist with invoicing, billing, credit control, accounts receivable, accounts payable, customer payment tracking, vendor payment scheduling, and other bookkeeping-related tasks on your behalf. Simply tell us which functions you would like us to manage, and we can tailor the bookkeeping support to your business requirements.

Item deAbsolutely. Our bookkeeping team understands the information CPAs typically need when preparing tax returns and year-end accounts. We can work directly with your CPA to keep your books organized, answer bookkeeping-related questions, and provide the necessary financial reports and supporting records. This helps make the year-end and tax preparation process smoother for both you and your CPA.scription

Item descWe believe businesses should have the flexibility to choose how long they need our bookkeeping support. We do not want clients to feel tied to an unnecessary long-term commitment. If you decide that you no longer require our services, you can cancel by providing the notice specified in your service agreement. Our goal is to keep the process straightforward and flexible.ription

Item dAbsolutely. Our outsourced bookkeeping services are well suited for accounting and CPA firms that need additional capacity without expanding their in-house team. We can take care of routine bookkeeping, reconciliations, accounts payable and receivable, transaction processing, financial reporting, clean-up work, and other bookkeeping tasks for your clients.

Our team can work alongside your existing staff and follow your firm's processes and preferred accounting software. By outsourcing time-consuming bookkeeping work to us, your internal team can spend more time on client relationships, tax work, advisory services, and other higher-value areas of your practice.escription

Item The main difference is where and how the bookkeeping work is performed. Traditional bookkeeping often requires an in-house or local bookkeeper to manage financial records from your office. Online bookkeeping allows the same work to be completed remotely using modern accounting software and secure digital systems.

This gives businesses greater flexibility and makes it easier to share documents, maintain updated records, collaborate with bookkeepers, and access financial reports without requiring a bookkeeper to be physically present in the office. It can also provide a more flexible and cost-effective alternative to maintaining a full-time in-house bookkeeping position.description

Item dMost likely, yes. We understand that every business has its own processes, transaction types, reporting requirements, and way of operating. Our bookkeeping experience extends across a variety of businesses and industries, so we are comfortable adapting our approach to different bookkeeping needs.

Before we begin, we take the time to understand how your business operates, the accounting software you use, the work you want us to handle, and the reports you require. We can then tailor our bookkeeping services around your specific requirements rather than expecting your business to fit into a one-size-fits-all process.escription

Item dWe work with popular accounting and bookkeeping platforms, including QuickBooks Online and Xero, and we can adapt to the software and systems your business already uses. Our goal is to make the transition as simple as possible without unnecessarily changing the way you operate. If you use a particular accounting platform or have specific software requirements, speak with us and we can determine the best way to support your bookkeeping needs.escription

Absolutely. We can prepare customized financial reports based on the information that matters most to your business. Tell us which reports you need and how often you would like to receive them, and we can incorporate them into your regular bookkeeping process. Whether you need profit and loss statements, balance sheets, cash-flow information, accounts receivable reports, or other management reports, our goal is to give you clear financial information that helps you understand how your business is performing.

Online bookkeeping gives business owners a convenient and flexible way to keep their financial records organized without having to maintain an in-house bookkeeping department. Your bookkeeping can be handled remotely, documents can be shared digitally, and your financial information can remain organized and accessible when you need it.

It can also save valuable time and allow you to focus more of your attention on running and growing your business. With professional bookkeeping support, you can maintain more accurate records, stay on top of your finances, and have reliable financial reports available for business decisions and tax preparation.

Protecting confidential financial information is an important part of our bookkeeping process. We take appropriate precautions when accessing, handling, storing, and sharing client information and use secure digital tools and controlled access wherever appropriate.

We also encourage secure document-sharing practices and limit access to sensitive financial information to the people who need it to perform the work. Our objective is to handle your bookkeeping information responsibly and maintain the privacy and confidentiality your business expects.