Frequently Asked Questions

We specialize in done-for-you virtual bookkeeping using QuickBooks Online — including account reconciliation, transaction categorization, financial reporting, and year-end preparation for tax filing. We do not, however, prepare returns or file taxes ourselves.

Not at this time. We currently focus on core bookkeeping functions to ensure accuracy and reliability in your financial reporting. 

We do not currently manage payroll directly, but we can coordinate with your payroll provider to ensure all transactions are accurately recorded in QuickBooks Online. 

No, but we work closely with your CPA or tax preparer to make sure your books are accurate and up-to-date for filing. 

We work exclusively in QuickBooks Online to maintain consistency, accuracy, and efficiency across all client accounts. 

Yes. We can set up your QuickBooks Online account from scratch or perform a full cleanup if your books are behind or inaccurate. 

At this time, we primarily serve U.S.-based small businesses and entrepreneurs who use QuickBooks Online. 

Absolutely. We specialize in helping clients who are months—or even years—behind on their books. 

All bookkeeping is overseen by Kristi Morton, who has over 35 years of experience in banking and accounting. 

We’re available Monday through Friday, 9 AM – 5 PM Eastern Time (EDT).

We provide updates and reports via email or secure client portals, and we respond promptly during business hours. 

We value responsiveness — you can expect a reply within one business day (often much sooner). 

We'll schedule a discovery call to talk about your business and where you think you need help. We’ll review your current bookkeeping setup, discuss your goals, get an idea of your transactions per month and assign a plan. We'll email a few times back and forth as we get to know your preferences and how you like things classified and that's it. We're off and running.

Yes. Our agreements do not lock you long term. We obviously want to make sure we understand your needs on the beginning so we can structure the service to meet your needs. That said, well over 70% of our clients have been with us for over 3+ years.

We offer transparent flat-rate pricing based on your total number of transactions combined over all your accounts. Feel free to review our Pricing page, but our starter plan is just $399/month.

Absolutely. We often collaborate with tax professionals to ensure your books are perfectly prepared for year-end filing. Connecting us early is often the best approach to clear, open communication without last minute revisions.

We combine human accuracy, decades of experience, and real communication. We don’t rely solely on automation — every entry is reviewed by a professional. 

AI is a magnificent technological achievement, and it certainly has it's uses. We are by no means opposed to the use of AI to make lives easier and save money. That said, we only use trusted tools within QuickBooks Online to improve efficiency, and every transaction and reconciliation is personally verified by our team. We do not leave your financial wellbeing to the robots.

Each client’s books are reviewed by Kristi personally, and we maintain detailed checklists and review procedures for every account. 

We use encrypted communication, two-factor authentication, and secure portals for document transfer and financial access. 

Yes! Many of our clients come to us overwhelmed or behind on their books. We specialize in getting everything caught up — fast and accurately. 

 That’s exactly what we do. We take the bookkeeping burden off your shoulders so you can focus on running your business. 

 We’ll bring your books current and prepare clean reports for your CPA so you can get back in good standing with the IRS. 

We work with a variety of small businesses — from real estate agents and service-based businesses to consultants and trades. 

You can use the chat function on the site, email us directly, or give us a call to schedule a free consultation with Kristi or Stan. We’ll make bookkeeping one less thing to worry about.