FAQ

Not at all! In fact, it is usually much smoother if you hold off on signing up until we connect. Through our professional accounting portal, we can provision and configure a brand-new QuickBooks Online subscription directly for your business, ensuring it is set up correctly from day one. However, if you already have an active account, that works too! You can easily invite us as an accounting user right through your existing dashboard to securely bridge our systems. 

Absolutely. We specialize in historical clean-ups and diagnostic alignments. If your ledger feeds are currently a tangled web or your accounts haven't balanced out to a true $0.00 discrepancy in months, we will execute a historical clean-up phase to get your data pristine before moving you into a standard monthly maintenance cycle. 

We believe you should never receive a surprise bill from your financial professional. We operate on a transparent, flat-rate menu structured around your business volume and reporting needs (our Seedling, Sapling, and Monarch tiers). You pay a predictable fee every month, which covers your standard data capture, bank reconciliations, and monthly financial reporting. 

Your business structure will naturally evolve, and your financial support should evolve with it. We review account volumes periodically. If your transactions consistently move into the next tier, we will have a transparent conversation and transition you to the appropriate menu level together—no surprise retro-billing, ever. 

Data security is our absolute highest priority. We utilize an unlisted, secure website portal engine and authenticated Google Workspace folder architecture. You will drop your statements directly into secure, designated folders, ensuring your sensitive corporate documents are never exposed over standard, unsecured email attachments. 

We handle the heavy operational lifting, but bookkeeping is a partnership. Your main task is a quick, predictable routine: between the 1st and 5th of each month, you will drop your physical bank statements and any missing vendor receipts into your secure portal folder. Keeping this consistent timeline ensures your monthly insights are delivered right on schedule.