The questions people actually ask.

Book a call so we can carry out an assessment and give you clarity. You will meet one of our team and share your current needs, pain points and wish list. We will then explain what our services involve and find the level that fits.

It is a data gathering conversation. Our goal is to understand your business, your accounting needs and your style of operating, so we can determine the right fit. We will also share how we serve our clients.

Levels are set by the number of accounts we maintain and the transactions you run each month, and build from monthly bookkeeping and reporting up to payroll, bill payment, receivables and a regular check-in with your accounting team. The Packages page sets out all six.

Essentials starts at $497 a month for 1–3 accounts and up to 100 transactions. Starter is $997, Professional $1,497, Advanced $2,497 a month for up to 1,000 transactions, and Premium $3,497 a month for up to 1,500. Custom is priced upon assessment. The Packages page sets out what each level includes.

Yes. Levels are designed to move with you. As your accounts or transaction volume grow, we move you up; if things change the other way, we move you down.

Yes. We follow generally accepted industry standards to protect information both in transit and at rest. Access is limited to the people who need it to do their job, and sensitive information is encrypted.

We work with growing small businesses, professional-service firms, real estate businesses and nonprofits, both for-profit and not-for-profit. If we are not the right fit, we will say so on the call.

You get a whole function — bookkeeping through to CFO-level input — at the level you need it, instead of hiring for each role. Most clients come to us because a full finance team is not yet realistic.

Monday to Friday, 9:00am to 5:00pm Pacific.

Orange County, California. We work with clients here and beyond.