Resources · FAQ

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answers

Everything people ask before they hand over the books, organized by topic, no jargon.

Getting started Services & scope Pricing & billing Technology & security Franchise & multi-unit Teams & support

Getting started

How fast can we start?

First call this week, onboarding within days. How quickly your books get current depends on their condition and how far back we need to go. We'll give you a realistic timeline before any work starts.

What does onboarding look like?

A kickoff call to understand your business, limited view-and-download access to your accounts and tools, any catch-up and cleanup your books need, then ongoing monthly bookkeeping.

We're behind on our books. Is that a problem?

No. It's one of the most common reasons clients come to us. We rebuild back months from bank statements, card statements and receipts, reconcile everything, and give your tax professional a clean starting point.

What do I need to prepare?

A list of your bank and card accounts, access to your current bookkeeping software (if any), and your tax professional's contact. We walk you through secure connection for everything else. It takes about an hour of your time, total.

Services & scope

What exactly do you do each month?

The full month-end: capture every transaction, categorize it, reconcile all accounts to statements to the penny, post adjustments, and deliver your P&L, balance sheet and cash reports, plus a five-minute plain-English summary.

Do you file my taxes?

No. We make filing easy instead. Your books arrive at year-end reconciled, documented and tax-ready, and we work directly with your tax professional so nothing gets untangled in April. Need one? We'll refer a tax professional from our partner network.

Do you handle payroll?

We don't run payroll. As a QuickBooks Solutions Partner, we can set you up with QuickBooks Payroll as part of your QuickBooks Online subscription, or you can keep the provider you already use, like Gusto or ADP. Either way, we record every payroll in your books so it shows up correctly in your reports.

Can you run my invoicing and bill pay?

Yes, as add-on scope. Customer invoicing and vendor bill payment run inside your accounting platform with your approval rules: you approve, we process, and the ledger stays current.

Pricing & billing

Are there setup or catch-up fees?

Yes. Setup and catch-up work are separate from your ongoing monthly bookkeeping, and are typically billed hourly based on the condition and volume of the books. We walk you through an estimate before any work begins. No surprises after the fact.

Am I locked into a contract?

Month to month. Leave anytime and your books, software subscriptions and data go with you, organized and current. We keep clients with results, not contracts.

Technology & security

What software do you support?

QuickBooks Online, Xero, CustomBooks, NetSuite and Sage, plus feeds from your point-of-sale, payroll, commerce and expense tools. We can also work with industry-specific accounting software that isn't listed here. Tell us what you run and we'll tell you honestly. Full list →

What access do you need to my accounts?

Limited access only: view and download. We never ask clients to share their passwords with us, we don't initiate transactions, and we don't move money. Wherever a platform offers a read-only or accountant role, that's what we use.

How is my financial data protected?

Bank-grade encryption in transit and at rest, multi-factor authentication on every account, and least-privilege access per team member. No client data is ever stored on local workstations. Everything stays in secured, access-controlled systems.

Do I have to switch banks or tools?

No. We work with what you have. If something is genuinely costing you money or accuracy, we'll say so and explain why, but switching is always your call.

Franchise & multi-unit

Can you match my franchisor's reporting requirements?

Yes. Your franchisor's chart of accounts, template and deadlines are onboarded during setup, and royalty-ready reports ship before the deadline every month. We support dozens of brand formats already.

I'm a franchisor. Can you standardize my whole network?

Yes. Network programs put every franchisee on one bookkeeping standard with preferred pricing, which means cleaner royalty data and healthier units for you. Partner with us →

Teams & support

Who actually does my books?

A team of bookkeeping experts led by a Chief BooXkeeping Officer, your named point of contact, plus a dedicated reviewer who checks every set of books before it ships. Same standard whether your team is local or remote.

How fast do you respond to questions?

Within one business day, and we push to do better than that. Most questions get an answer within hours, from a human who knows your account.

What if someone on my team changes?

Nothing dramatic. Your reviewer already knows your books, your process is documented, and another expert steps in without a missed deadline. That's the point of a team instead of one person.

Still have a question?

A human answers, usually within hours.

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