Frequently Asked Questions

  • Recurring service fees are charged monthly or quarterly, while one time services are billed as a single fee. All payments are processed through our secure payment system.

  • All services are nonrefundable. Due to immediate access to services, systems, and proprietary processes upon enrollment, prorated adjustments are not available. For any billing inquiries, please contact us directly.

  • Sessions are structured according to service type, scheduling is tailored to accommodate executive demands and priorities. All appointments can be managed directly through your secure portal.

  • All documentation is transmitted through a secure, encrypted portal. Confidentiality is maintained with the highest professional standards.


  • No. All access remains read only. Clients retain full authority over accounts at all times.


  • We offer two convenient options for your QuickBooks subscription:

    1. Through Our Firm
    Add your subscription to your monthly service and receive preferred pricing through our firm. You’ll still retain full administrative access and complete control of your account.

    2. Direct Billing
    You’re also welcome to manage and pay for your subscription directly on your own.

  • Yes, clients with outsourced bookkeeping are still eligible. We also offer additional services to support your business needs.

  • Our bookkeeping pricing is based on monthly transaction volume.

    Every bookkeeping service includes:
    ✓ Transaction Recording
    ✓ Accurate Categorization
    ✓ Financial Statements
    ✓ Account Reconciliation
    ✓ Payables & Receivables Management

    Quarterly bookkeeping plans are available.

  • We provide a complimentary 30 minute initial consultation for all new clients.