Question 1

How is pricing determined?

Accepted Answer

Pricing is based on your monthly transaction volume, starting at $350/month, so you're not paying a flat rate that doesn't reflect the actual size of your business. See the Pricing page for plan details, or reach out for a custom quote.

Question 2

Is there a minimum contract term?

Accepted Answer

Yes, we ask for a minimum commitment period when you get started. This lets us properly set up your books and deliver consistent, reliable reporting rather than a rushed short-term engagement.

Question 3

How do you access my financial data?

Accepted Answer

Depending on what works best for you, we either connect a secure feed to your bank and credit card accounts through QuickBooks, or work from statements you upload directly.

Question 4

Do you need full access to my bank accounts?

Accepted Answer

No. When we connect directly through QuickBooks, access is read-only — we can view and categorize transactions, but we never have the ability to move money, make payments, or initiate transfers. You stay in full control of your accounts at all times.

Question 5

What if I already have a bookkeeper or outdated books?

Accepted Answer

We handle the transition for you, including reviewing and cleaning up existing records before taking over ongoing bookkeeping, so you're not left with gaps during the switch.

Question 6

What software do you use?

Accepted Answer

We work in QuickBooks Online, and as a certified QuickBooks ProAdvisor, Sabrina can help set up or optimize your account if you're not already using it.