No, and that's by design. I use strictly read-only access to your bank feeds and accounts. I can see your transactions in order to correctly categorize and reconcile them, but I can never move, send, transfer, or withdraw a single penny. Your money stays entirely in your control.

Our monthly bookkeeping packages are flat-rate and transparent, starting at $350+ based purely on your average monthly transaction volume and the number of active bank feeds. There are zero surprise costs, hidden fees, or hourly billing traps here.

If you're months (or even years) behind on your financial tracking, catch-up bookkeeping means we take all your historical, unorganized data and completely clean it up. We trace back, categorize every single transaction, fix banking feed errors, and hand you a clean, pristine slate that is 100% ready for tax season.

Yes! We specialize in QuickBooks Online, which allows secure, real-time cloud collaboration. We also natively integrate and utilize tools like Dext (for completely painless automated receipt handling) and MileIQ to maximize your annual mileage deductions securely.

Very little—that’s the whole point! Once onboarding is complete, your only routine tasks are scanning receipts on the go with Dext and answering a quick text or email for missing details mid-month. We handle the heavy lifting so you get your weekends back.

Absolutely not. Bring us your messy spreadsheets, your un-reconciled accounts, and your shoeboxes. We specialize in catch-up bookkeeping and forensic clean-ups. We will meet you exactly where you stand right now and build a clean path forward without any judgment.

We do not file your annual corporate or personal income tax returns, but we work hand-in-hand with the person who does. We ensure your books are 100% tax-ready, clean, and accurately categorized so you can hand them straight to your CPA at year-end—saving you thousands in expensive CPA hourly clean-up fees.

We handle both! Whether you need a one-time intensive clean-up for the last few years to satisfy the IRS, or you want ongoing, clockwork monthly maintenance, we can quote a custom package tailored specifically to your historical backlog.

We exclusively utilize QuickBooks Online for our monthly clients because of its secure cloud capabilities. If you are currently using Excel, QuickBooks Desktop, or another platform, we will completely manage the secure migration to QBO for you during our onboarding phase.

You will maintain ownership of your QBO subscription so your data always belongs completely to you, but we can often pass along ProAdvisor wholesale discounts. Your Dext receipt-scanning subscription is fully bundled directly into your flat monthly tier.

We stick strictly to the SWIFT Schedule. You will hear from us around the 5th for any missing pieces, and your polished reports will land in your secure folder by the 15th. If a random question pops up outside that rhythm, you can always text or email—we typically reply within 24–48 business hours.

We leverage industry-leading, bank-grade encryption through QuickBooks Online and Dext. Because we operate on a strictly read-only basis, your login credentials are encrypted, and we never store or have access to your private banking passwords.

Not at all. Our monthly bookkeeping services are offered on a flexible, month-to-month basis because we want to earn your business every single month. If your situation changes, you can cancel or adjust your service tier at any time with a simple 30-day notice.

We make the transition completely seamless. During our onboarding phase, we provide you with a simple checklist to offboard your previous provider and securely transfer access. We handle the technical heavy lifting so there is zero interruption to your monthly reporting.

We are proudly rooted in Vass, NC, and love supporting our local Sandhills community! However, our actual day-to-day operations are 100% cloud-based and virtual. You get the benefit of a trusted local partner without the hassle of scheduling in-person meetings or dropping off physical paperwork.

We partner with a diverse range of service-based small businesses, independent contractors, and entrepreneurs across Moore County—whether you operate as a Sole Proprietor, a single-member LLC, or an S-Corp. If you run a business all day and dread spreadsheets at night, you are our ideal client.