FAQ
Common Questions
Do I need to be local to work with you?
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Not at all. We serve clients nationwide. Everything is done virtually — through QuickBooks Online, video calls, email, and phone. We have clients across the country.
What size business do you typically work with?
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We primarily serve small and mid-size businesses with annual revenue between $500K and $10M. That said, we're happy to talk with businesses of any size — the fit matters more than the number.
Do you work with nonprofits?
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Yes — and we specialize in it. With 20+ years of nonprofit experience, we offer fund accounting, grant tracking, board-level reporting, and Form 990 coordination tailored for mission-driven organizations.
What accounting software do you use?
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We work exclusively with QuickBooks Online. As certified ProAdvisors and RightTool Experts, we know the platform inside and out — and we'll make sure it's set up right for your business.
What's the difference between bookkeeping and advisory?
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Bookkeeping records what happened. Advisory helps you understand why it happened and what to do next. Most of our clients start with bookkeeping and add advisory services as their business grows — but you can start with either.
Is there a free consultation?
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Yes. Your first conversation with us is always complimentary. We'll learn about your business, discuss your needs, and recommend the right level of support — no pressure, no obligation.