Frequently Asked Questions

What type of clients do you service?

How do you keep my financial informationconfidential?

We currently have a broad range of clients. We manage small, residential and commercial properties, families who want to control their budget, nonprofits, start-ups, contractors, coaches, bakeries, trade businesses, e-commerce, and more.

Absolutely. We handle all client data with the highest level of care and confidentiality. All client data is backed up to an offline hard drive on a monthly basis. All data transmitted between client and accountant is done through secure links.

Do I need to have my accounts in order before contacting you?

Do you replace bookkeepers?

Pricing depends on the size of your business and the level of support you need. We'll give you a clear, transparent quote after our initial conversation - no hidden fees, ever.

We can either partner with your existing team to provide high-level advisory, or completely take over your daily bookkeeping and monthly reporting.