Clear answers before we begin.

We offer bookkeeping and accounting support, payroll processing, individual and business income tax preparation, business forms filing, cleanup and catch-up bookkeeping, and QuickBooks setup and support. Your written proposal defines the work included.

Yes. We have experience with QuickBooks Online and QuickBooks Desktop. We review your software version, company file, and access method before confirming your service scope.

Yes. We can prepare a coordinated business package with one point of contact. Your proposal lists the recurring bookkeeping, payroll processing, tax returns, forms, and other work included.

The plan defines transaction volume, accounts, categorization, reconciliation, financial reports, and support. Higher levels may include additional reporting and review meetings. Software and additional services are separately quoted unless expressly included.

We review your records and quote a cleanup or catch-up project for the agreed accounts and periods. Monthly service usually begins after the agreed cleanup is complete.

Payroll agreements identify the applicable Forms 941, 940, W-2, state, and local filings included. Prior-period work, amendments, corrections, and extra jurisdictions are separately reviewed.

Yes. Individual income tax preparation can be requested separately. We review your documents, tax year, forms, and states before confirming the preparation fee.

We consider transaction volume, accounts, entity type, employee count, payroll frequency, states, software, record condition, and complexity. Published starting prices are subject to the final agreed scope.

Your service agreement sets a reporting schedule and deadlines for providing documents. Missing information or unresolved transactions can affect completion dates.

We offer virtual services when the software, entity, location, and filing requirements fit our service scope. Contact us to discuss your business.

Contact us for the appropriate document-sharing process after the initial review. Please do not put Social Security numbers, bank login credentials, or tax documents into a general inquiry form.

No. A plan inquiry begins a scope review. Services and billing begin under the arrangement you agree to, with cancellation and billing terms provided before enrollment.