Frequently Asked Questions

Yes. We’re based in Tampa and work remotely with businesses across the United States. Service availability depends on engagement scope and applicable professional requirements.

Yes. Many clients start with a single service — bookkeeping, a cleanup project, or sales tax — and expand later. The proposal defines exactly what’s in scope. See our services.

We work in QuickBooks and other mainstream platforms. If your current setup works, we keep it; if it’s fighting you, we’ll say so and explain why.

Recurring work is billed as a flat monthly fee defined in your proposal — no surprise hourly charges for routine questions. Monthly engagements start at $1,500; cleanup and special projects are quoted separately. See Pricing.

Yes, and it’s less painful than owners expect. We handle the transition sequence — records, access, open items — so nothing is dropped along the way.

Yes. Cleanup starts with a diagnostic review of your file so you get a firm quote and timeline before committing. See QuickBooks Cleanup & Catch-Up.

We reply within one business day.

Yes — that’s the point of combining books and tax. Planning checkpoints happen during the year, when there’s still time to act, not after it ends. See Business Tax Planning & Preparation.

A guided sequence: access to your accounting and payroll systems, review of prior returns and balances, a cleanup assessment if needed, and agreement on your monthly calendar. You’ll always know what’s next and what we’re waiting on.

Please don’t send Social Security numbers, EINs or other tax identification numbers, banking details, tax returns, payroll records, or other sensitive documents through the contact form. Once engaged, we set up a secure way to exchange documents.