6. Do you handle personal finances? 

We typically need Read-Only access to your bank accounts so we can pull statements each month. We can't do anything else with Read-Only access, so your accounts are safe.

Nope! We’ve factored in the cost of software in our pricing so you don’t have to worry that either.


It’s easy to get signed up.
Simply fill out the contact form here and we’ll get back to you in 24-48hrs.

Getting started with an accounting firm can raise a lot of questions, especially if you’ve never worked with one before. Below are some of the most common questions we’re asked.

That’s ok, we love messy books and specialize in getting your books whipped up into shape. In the contact form, just let us know how many months of clean up you’ll need.

01. How do I get signed up?

02. What if my current books are not in order? Can you help with that?

3. How does payment work?

We make this easy and frictionless too. During onboarding we’ll collect your payment information. Then, on the 1st of every month, we’ll process the payments.

4. Will you need access to my bank accounts? 

05. Will I need to buy a bunch of software?

I stay in my lane, which is business finances. I can certainly refer you to someone for personal finances.

Still have questions? 

contact us

Take out the guesswork and stay on top of business compliance, bookkeeping, growth management, and tax planning. My holistic approach will ensure you're on the right path to tax wellness!