Questions, answered straight.

No. We keep your books clean all year so your CPA can do tax work faster and cheaper — and we coordinate with them directly, including a year-end handoff package.

QuickBooks Online is our primary platform, and Rosa also brings NetSuite experience for businesses with more complex needs. On something else? We'll evaluate it together — migrations are handled as part of onboarding.

Diagnostics are delivered in 3–5 days. Onboarding takes about 10 business days, and your first monthly report follows the first full close.

Your documents and statements in by the 3rd business day, and answers to one consolidated question list. That's the whole rhythm — reports land by the 12th.

That's what cleanup is for. The diagnostic tells us exactly how big the job is, and you get one fixed price before paying for any of it. How cleanup works →

Only after looking. The diagnostic ($250–$500, credited toward onboarding) produces a written findings summary and one fixed cleanup quote — never an hourly meter, never a sight-unseen guess.

Yes — that's the design. Clean books and an organized year-end handoff make your CPA's work faster and cheaper, and we coordinate with them directly.

Payroll processing is outside our starting scope, so it stays with your payroll provider. We keep the books around it accurate and current, so what your provider reports and what your financials show always agree.

No. Tax return preparation is handled by your CPA, and sales tax filings are outside our starting scope. Your records are kept complete and filing-ready so both can be submitted without a scramble.

Small and midsize businesses that have outgrown DIY bookkeeping — especially contractors and construction companies, professional service firms, and growing owner-operated businesses. The diagnostic confirms fit before either of us commits.

Yes. Invitation-based access only — never send us a password. View-only bank connections where available, and multi-factor authentication on everything. You can remove our access at any time.

In your own accounting platform (QuickBooks Online for most clients) and in secure, access-controlled document storage. Your books live in your accounts — we work in them by invitation, and the access is yours to revoke.

Yes — service is available in English and Spanish (se habla español).

Services are month-to-month with 30 days' notice. We keep clients with results, not paperwork.

Tell us with 30 days' notice. Your books, reports, and records are yours — we hand over a clean, current file and the access picture is simple, because everything was always in your accounts.