Frequently asked questions

No. We keep your books clean so your CPA or tax preparer gets a perfect file — no cleanup fees, no scrambling. We work with independent tax firms we trust and can refer you. They’re separate businesses — you hire them directly.

We do not work with QuickBooks at this time at the early-client rate. If you’re currently on QuickBooks, we migrate your data to Xero during onboarding for free.

That’s the most common situation we see. Most cleaning business owners come to us with a spreadsheet, a shoebox, or nothing at all — and that’s fine. You don’t need to do anything to get ready.

Here’s what starting from zero actually looks like:

We connect to your bank and card feeds on day one. From there, we pull and categorize your transactions going back to January 2026 at no charge. You don’t sort anything, organize anything, or explain anything upfront — we research transactions before we ever ask you a question.

If you want 2025 caught up too, that’s a flat $800. Catch-up work runs in parallel with your current month’s books — it doesn’t slow down your first delivery.

By the end of your first month, you’ll have a clean P&L and a Loom walkthrough explaining what we found. Most clients tell us it’s the first time they’ve actually understood their own numbers.

Very common. Step one is getting you a separate business bank account (we’ll help). We’re OK with occasional personal transactions on your business accounts, but they should be at least 90% business. If you can’t get there within 3 months, this service may not be the right fit — but we’ll work with you to try.

You don’t have to take our word for it — here’s what’s visible to you at every step.

Every month:You get a P&L by the 15th. Consistently, every month. Reliability is itself a quality signal — if books are late, something went wrong.

Always:You have live access to Xero. Every transaction we categorized, every reconciliation we ran — it’s all there. You can log in anytime and see exactly what we touched.

Month one:We record a personalized Loom walkthrough of your first set of books — what the numbers mean, anything we flagged, and how to read your P&L going forward. You’ll see our work, not just receive a number.

Built in:Every set of books goes through a controller-level review before it’s delivered — someone with 10+ years of US accounting experience checks the work. It’s not a junior handling everything solo.

At year-end:Your CPA or tax preparer will open a clean file and not charge you a cleanup fee. That’s usually when clients feel the difference most clearly — but it’s the confirmation, not the proof.

If something ever looks off to you, email us. We’ll walk through it.

Email us. Same or 1 business day response. If you need a live conversation, you can schedule an ad hoc call.

We’ll follow up, but we won’t hold up your books. If we can’t resolve a transaction, we close the month with our best judgment and note it. Your books will be delivered on time but may not be 100% accurate on those items. We clean it up when you get back to us.

Your base price covers up to 2 bank accounts and 2 credit cards. Each additional account is $25/month.

As a secondary account, yes. As your main operating account, there’s a 25% monthly surcharge per account because third-party data feeds from smaller institutions are significantly less reliable and create extra manual work. We’d recommend opening a main account at a major bank or Mercury — it makes everything smoother.

When your first month’s books are done, we record a personalized Loom video walking you through your P&L — what the numbers mean, anything we flagged, and how to read your reports going forward. It’s yours to keep and rewatch.