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Frequently Asked, Confidently Answered

Transparent, structured, and built to support your growth - here’s what you need to know.

General

Q: What services do you offer?

A: We provide Accounting & Bookkeeping, Bookkeeping Cleanup, CFO-Led Services, and Operational Development. Whether your books need organizing or your operations need restructuring, we’ve got you covered.

Q: Do you work with startups or small businesses under $300K?

A: Absolutely. While our core services are designed for businesses generating $300K or more, we understand that many small business owners need structured support to reach that level.

For businesses earning less than $100K, we are developing a nonprofit initiative — Be The Driver Foundation — launching in June 2026. This program will provide early-stage entrepreneurs with guided support in:

  • Business formation & setup

  • Brand development (including logo design & archetype alignment)

  • Budgeting & foundational finance

  • Operational structure

  • Business credit building

  • And other essential building blocks

Until then, you can access our Starter Business Resource Vault — a growing collection of free tools, checklists, and guides — by subscribing.

Q: What industries do you specialize in?

A: We work with service-based businesses across various industries, including consultants, small law firms, and solo entrepreneurs. We have assisted product-based business owners as well. Our expertise lies in creating structured systems that support growth, profitability, and sustainability.

Q: What makes your firm different from other bookkeepers or accountants?

A: We combine accounting expertise with operational development — meaning we don’t just balance your books, we build the backend of your business so you’re financially stable, structurally sound, and scalable.

Q: Can I book a free consultation?

A: We offer a 30-minute paid diagnostic consultation, which is credited toward your total service cost if you decide to move forward. This ensures we spend our time focused on serious business owners ready for change.

Q: Do you work virtually or in person?

A: We are a fully virtual firm. All client communication, onboarding, and services are delivered online — making it easy and efficient to work with us no matter your location.

Q: Do you offer one-time services or only monthly plans?

A: We offer both. You can choose project-based services (like cleanup or system development) or ongoing monthly support depending on your needs and business stage.

Diagnostic Fees

Q: Why do you charge a diagnostic fee?

A: The diagnostic assessment allows us to evaluate the condition of your books or operations and create a custom solution. A full report and checklist is provided, and the fee is applied toward your total service cost if you proceed.

Q: How much is the diagnostic fee?

A:

  • Bookkeeping & Accounting: $650

  • Bookkeeping Cleanup: $650

  • Operational Development: $1,100

  • Combined Services: $1,500

  • CFO-Led Bookkeeping & Accounting: $950

Bookkeeping & Accounting

Q: What’s included in your bookkeeping and accounting services?

A: Services include reconciliation of accounts, categorization of income and expenses, monthly financial statements, and ongoing financial guidance.

Q: Can you help me set up my QuickBooks Online account?

A: Yes. If you don’t have a QBO account or it's not set up correctly, we offer setup and clean-up services as part of your onboarding. This ensures accurate data flow from day one.

Q: How often do you update my books?

A: For ongoing clients, we update your books monthly. This includes reconciling accounts, categorizing transactions, and reviewing your financial statements to keep you up-to-date and decision-ready.

Q: Do I need to keep receipts for every transaction?

A: Yes — especially for tax-deductible expenses. While digital banking shows where money went, receipts provide proof of business purpose in case of an audit. We recommend using tools like Dropbox, Google Drive, or even QuickBooks’ receipt capture to stay organized.

Q: Can you help me set up my QuickBooks Online account?

A: Yes. If you don’t have a QBO account or it's not set up correctly, we offer setup and clean-up services as part of your onboarding. This ensures accurate data flow from day one.

Bookkeeping Cleanup

Q: What does your cleanup service include?

A: Cleanup includes reconciliation of past periods, correction of inaccurate entries, reorganization of your chart of accounts, and clean financial reporting.

Payment & Billing

Q: How do I pay for services?

A: We accept ACH bank draft as the primary method. You’ll complete an ACH authorization form before services begin. If needed, we provide a secure backup payment link through QuickBooks Payments.

Engagement & Onboarding

Q: How do I get started?

A: Before starting ongoing or project-based service, we perform a comprehensive diagnostic assess. The following is Our onboarding process to start the diagnostic assessment:

  1. Book a consultation

  2. Complete the diagnostic engagement form

  3. Complete Intake Form

  4. Pay the Diagnostic Fee

  5. Submit necessary documents

 

Once we receive the signed diagnostic engagement, completed intake form, documents and/or view-only access to your software applications, we begin the assessment!

Q: When do services start after I sign the agreement?

A: Services officially begin on the 1st of the month following your signed agreement unless otherwise agreed. This gives us time to finalize access and setup. If the service agreement was signed on the last day of the month, services will still begin on the 1st of the month.

Cancellation & Termination

Q: What’s your cancellation policy?

A: We require a 7 to 14-day written notice depending on your service type. Any work completed before cancellation will be invoiced accordingly.

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