Frequently asked questions

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 Profit & Loss report by the 15th. Consistent delivery is one quality signal, and we'll tell you if something is blocking the monthly close.

Anytime: You have access to Kick, so your categorized transactions, reconciled accounts, and reports are available to review.

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 Profit & Loss report going forward. You'll see the work, not just receive a number.

Built in: Your books are reviewed before delivery using the same monthly process each time. The goal is to catch unclear items, review the work, and deliver reports you can actually use.

At year-end: We keep your books clean so your CPA or tax preparer has organized records to work from, which can reduce year-end cleanup work and back-and-forth.

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

We respond to bookkeeping questions the same or next business day. If something is easier to talk through, we'll schedule a quick call.

We'll follow up, but we won't hold up your books. If we can't resolve a transaction, we'll close the month using our best judgment and mark the item for review. Your books will still be delivered on time, and we'll update those items when you respond.

We keep your books in Kick, our preferred platform for cash-basis bookkeeping, and it's included in your price. If you specifically need QuickBooks, NetSuite, Xero, or Sage, we can set that up as a special request, priced outside our standard plans. Either way, you never have to log in or learn the software yourself.

No. You never have to touch the software. We keep your books in Kick and send you a monthly Profit & Loss plus answers to any questions. If you ever want to look around, we'll show you where everything lives.

No. We connect to your accounts through read-only bank feeds in your accounting software. We can see your transactions to categorize and reconcile them, but we can't move, transfer, or spend a cent. If you ever add our accounts-payable service, you stay the final approver on every payment, and we never send wires on your behalf.

You can cancel anytime, with no long-term contract. When you do, you keep everything. We finish out your current month and hand over your full books and reports. From there it's your call: you can take over the Kick account and keep working in it directly, or we send you a complete export of your financials for you and your CPA and close out the subscription we ran for you. Nothing about your history disappears when you leave.

No. We don't prepare or file income tax returns in-house. We keep your books clean so your CPA or tax preparer has organized records to work from, which can reduce year-end cleanup work and back-and-forth. We can work with your current CPA or refer you to an independent tax firm we trust. They're separate businesses. You hire them directly.

Our standard service is cash-basis bookkeeping: we record revenue when money comes in and expenses when money goes out. It's simpler and fits most owner-led businesses. If you need full accrual books, whether for a lender, investors, or the way your business runs, we offer that as a premium add-on, scoped and priced to your situation.

We bill on the 1st of each month for that month's service via ACH or credit card on file, and your first month is billed when you start. We don't charge for the partial signup month; we align you to the calendar instead. Example: sign up April 15th → you're charged April 15th for your first month → your next charge is June 1st, then the 1st of each month (the rest of April is on us). You're also covered by our 110% money-back guarantee: if you're not happy after your first month, we refund it in full, plus 10% for your time. Add-on services that require calculations (sales tax, 1099 reporting) are billed separately as soon as they're completed. Depending on your state's regulations, a credit card fee or ACH discount may apply.

Your base price includes up to 4 bank or credit card accounts total. Each additional account beyond that is $25/month. Each account we connect adds monthly reconciliation work. That's what the $25 covers.

Most banks connect through Plaid, which gives us a secure, read-only feed of your transactions. That's how we keep your books current, and it covers the major banks along with a lot of community banks and credit unions.

If your bank isn't available through Plaid and can't give us read-only access, it's hard for us to do the job well. The only alternative is emailing PDF statements every month, which is slow and error-prone, so we'd ask you to switch to a bank that connects cleanly and keeps your bookkeeping smooth.

Not sure whether yours works? Ask us before you start and we'll check.

Your price is based on your trailing three-month average and reviewed quarterly. The $300 tier covers up to $20,000 in average monthly revenue; above that, pricing increases by $100 for each additional $20,000. The same thresholds apply when revenue declines, so two clients with the same trailing three-month average pay the same price. We always notify you before a change. If you've only just barely crossed a threshold, we won't raise your price for a small revenue increase.

We don't offer pauses. Bookkeeping needs to be continuous. A gap creates catch-up work that usually costs more than staying active through a slow month would have. That said, your pricing already adjusts down with your revenue, so a slow stretch shows up in your rate. If you cancel and come back later, you'd restart at current rates and setup fees. For most early clients, staying active through a slow period is the better math.