FAQ
Frequently asked questions
Everything you need to know before booking a call.
What software do I need to work with you?
Just QuickBooks Online. If you're not already on QBO, we'll help you get set up — we're certified QuickBooks Online ProAdvisors and can migrate your existing data for free.
How much does bookkeeping cost?
Plans start at $300/mo for Foundation (categorization, reconciliation, weekly bookkeeping, cash-basis reporting). Elevation starts at $600/mo and adds consultations and light AP/AR tracking. Pinnacle starts at $1,500/mo and adds payroll and full AP/AR management. All pricing is fixed — no hourly rates. See our full pricing page.
How often are my books updated?
It depends on your plan. Foundation, Elevation, and Pinnacle each have their own bookkeeping and reconciliation cadence — see our Pricing page for details, or ask us on your free call which cadence fits your business.
What industries do you specialize in?
Real estate investors, construction and contracting companies, and medical practices — though we work with other U.S. small businesses too. See our industries page for details.
How do I get started?
Book a free 30-minute call. We'll review your current books, recommend the right plan, and help you get migrated to QuickBooks Online at no charge if needed.
Do you offer catch-up or cleanup bookkeeping?
Yes. If your books are behind, we'll assess how far back they need to go and quote a one-time cleanup before moving you onto a monthly plan.
Can I change plans later?
Yes — you can move between Foundation, Elevation, and Pinnacle as your needs change, with no long-term contract lock-in.
Still have questions?
Book a free call and ask us directly — no pressure, no sales pitch.
Book a Free Call