Fractional bookkeeping in monthly plans of 5, 10 and 20 hours.

Select a service, submit payment, and upload your documents. We take it from there.

We handle communication by email to keep overhead low and pass the savings on to clients. This approach suits clients who prefer clear, written updates and quick turnaround, and it gives them the flexibility to review their financials and respond on their own schedule.

Onboarding timelines depend on each client. Once a client uploads statements, payroll information, and loan documents, and connects bank & credit card accounts, our team typically completes setup within 2 business days. Clients who gather their documents quickly often move through onboarding faster, while others may take a bit longer depending on their schedule.

Yes. We’ll move your data over and check it for accuracy.

That’s common. We’ll clean up and organize your records before regular bookkeeping begins.

Absolutely. Email is the best way to reach our team, and most questions receive a response within a few hours, with a maximum turnaround of 24 hours.

Billing happens upfront at the start of each service period, so payment is settled before work begins. This keeps the process simple and ensures uninterrupted service each month.

Yes. Let us know and we’ll adjust your plan for the next billing period.

No. You pay only for your selected plan.

We handle all communication through email to keep turnaround times fast and costs low for our clients. This structure allows our team to focus on delivering accurate, timely work instead of managing scheduled calls. Email gets a response quickly, often within the same business day.

Our smaller plans are built for growing businesses. We’ll help you set up clean books from day one.

Your documents are shared through secure channels and accessed only by the team members working on your account.

Your financial information is strictly confidential and never shared without your permission. Each member of our team is required to sign a strict NDA.

If your plan includes monthly or quarterly financials then those documents will be stored in your portal.

Email us and we’ll point you to the right service.

Email us and we’ll take care of it. No long-term contracts.

We operate asynchronously via email.

We strongly support the use of QuickBooks Online. We also use QuickBooks Desktop, Xero, Sage, FreshBooks and NetSuite.

Linking bank and credit card accounts to accounting software saves time by automatically pulling every transaction into the books removing the need for manual data entry. This frees up hours that would otherwise go toward data entry.

Documents will be stored in your secure portal for up to 6 months.