How often will my books be updated?
Typically weekly or biweekly, depending on your volume. Monthly closes are standard across all service packages.
What if my books are messy?
No problem. Cleanup is part of the onboarding process—we’ll bring everything current and clean.
Will this integrate with my CPA or tax preparer?
Yes. And if we’re handling your taxes too, everything connects seamlessly.
Do you support QuickBooks or Xero?
Both—and we’re pros with each. We’ll also recommend the best fit if you’re starting fresh.