FAQ
Getting started
What happens after you book your free 20-minute consult call.
You book a free 20-minute call. Pick a time that works for you — no pressure, no sales pitch.
We talk through your business. You'll tell us what you do, how long you've been at it, and what's currently overwhelming you about your books and taxes. We listen.
We explain what we'd do next. Based on your situation, we outline what an engagement would look like, what we'd need from you, and how we'd work together. Billing is confirmed directly — no surprises.
You decide what's right for you. A free consult means you get to ask anything and walk away if it's not the fit you need. That's the whole point.
What documents do I need to send?
The exact list depends on your business, but here are the categories we usually start with.
Bank & credit card statements
Usually the last 3–12 months, depending on what we're doing. These show where money came in and where it went.
Receipts & invoices
Anything for expenses you claim: supplies, software, equipment, vehicle costs, home office, meals with clients. We'll organize them.
Prior tax returns
Your last two years of returns give us the context we need to make sure we're not missing anything and to spot patterns.
Payroll records
If you have employees or contractors, we'll need records of what you paid them and how often.
1099s and other income documents
Any 1099s you receive, or statements from platforms where you invoice clients.
Anything else you're unsure about
During your consult, we'll confirm exactly what we need for your situation. We keep it straightforward.
How are my documents kept secure?
Your documents and financial information matter. Here's how we handle them.
Secure portal, not email
You'll never email us documents. Instead, you upload them to your own secure client portal — the same place you can check in on work anytime and see what we're tracking.
Confidentiality, always
Your financial information stays between us. We take privacy seriously and follow the practices your business deserves. Any questions about security on your first call — we'll walk you through it.
What does an engagement look like?
Every business is different, but here's the general shape of how we work together.
Ongoing bookkeeping. We organize your transactions, reconcile accounts, and keep your books clean on a monthly or quarterly cadence. You're always current, never scrambling at tax time.
Or a one-time cleanup. If your books are a mess or you're starting with us mid-year, we'll get everything organized so you can move forward clear.
Tax preparation included. At year-end, all that organized work means your tax return is straightforward — fewer surprises, often lower fees than scrambling to gather documents in April.
Billing is clear. We discuss fees and frequency during your consult call and confirm everything in writing. No surprise invoices, no hidden charges.
Still have questions?
Anything not covered above — ask us directly. That's what the free consult is for.