Frequently Asked Questions

We don’t prepare tax returns ourselves, but we do stay up-to-date on deductions and make sure your books are clean, accurate, and tax-ready. That way, when it’s time to file, everything is in order and stress-free. And you’re not on your own—if you don’t already have a CPA, we can connect you with a local tax firm we know and trust (the same one we’d use for our own books).

Yes! Whether you’re a few months or a few years behind, we can clean up your books and get everything back on track. No judgment—just support.

We use flat-fee pricing, not hourly billing. That means you’ll always know exactly what to expect (and you can reach out without worrying about the clock).

We mainly work in QuickBooks Online, but we also support clients in Xero. If you’re already set up in one of those platforms, we’ll make sure it’s running smoothly. If not, we can help you get started and set everything up the right way.

We recommend Gusto for most small businesses, but we’re also experienced with QuickBooks Payroll and ADP.

Yes—we’re familiar with many invoicing and eCommerce platforms and integrations.

Not at all! We’re based in the Pacific Northwest, but we serve clients all across the U.S.

Most likely, yes. We work with a wide range of clients—from creatives and contractors to dentists and restaurants. You can check out our “Who We Work With” section for details.

In full transparency, we’re a bunch of over communicators! We respond quickly and keep communication clear. You can expect regular updates, timely reports, and fast answers when you have questions.

We’re accurate and detail-obsessed (of course), but we’re also approachable, kind, and fun. Our clients say working with us feels more like a partnership than a transaction.