Everything owners usually ask before handing over their books.
We work entirely online using secure tools. You share read-only access to your bank accounts and accounting software (or we set it up for you), upload documents through a secure portal, and we handle everything remotely. You get monthly reports and can reach us anytime by email.
Our monthly packages run $249–$749 depending on transaction volume and complexity. One-time cleanup projects start at $499. Every engagement starts with a free consultation where you'll get exact pricing — never a range.
Yes — catch-up and cleanup is one of our specialties. We'll reconcile your backlog, fix miscategorized transactions, and bring everything current. You'll get a fixed project quote before we start.
No. We can set it up for you correctly from scratch, or clean up an existing file that's gotten messy.
We're bookkeepers, not CPAs — and that's actually an advantage, because our job is keeping your books immaculate so your CPA's job (and bill) gets smaller. We coordinate directly with your CPA at year-end. Don't have one? We'll refer you to someone we trust.
Yes. We use secure, encrypted tools for document sharing, bank connections are read-only through official integrations, and we never share your information with anyone except as required to serve you.
No. Monthly plans are month-to-month — stay because it's working, not because you're locked in.
Bank and credit card statements (or read-only bank access), access to your current accounting software if you have it, and about 30 minutes for onboarding. We handle the rest.
We specialize in contractors and trades, home services, restaurants and cafes, retail and e-commerce, real estate teams, marketing agencies, medical practices, and cleaning companies — but any small or medium-sized U.S. business is welcome.
Usually within a week of your consultation. Cleanup projects are scheduled based on backlog size — you'll get a timeline with your quote.
Yes. Remote online notarization is available nationwide, and in-person notary services are available throughout Colorado. Real estate documents, contracts, powers of attorney, affidavits, and more.
Email and video calls — whatever works for you. Monthly reports arrive by email with plain-English explanations, and we're responsive when questions come up mid-month.
Still have a question? Ask us directly — the consultation is free.