It starts with a free call — a straightforward conversation about where your books stand today, what's not working, and what kind of support would actually help. From there we put together a quote built around your specific business, not a one-size-fits-all package.
We'll talk through your business, how your books are currently handled, and what's prompting you to look for help — whether that's falling behind, outgrowing a DIY setup, preparing for a loan or investor, or just wanting things off your plate. You'll walk away with a clear sense of what tier of support fits and roughly what it would cost, with no pressure to commit on the spot.
Once we've agreed on scope, most clients are fully onboarded within a couple of weeks. If your books need cleanup first, that timeline depends on how far behind things are — we'll give you a realistic estimate before any work begins, not after.
Our focus is local — small businesses in Huntersville, Lake Norman, and the greater Charlotte region. That said, the practice runs fully virtual, so we're able to work with businesses anywhere in the country just as easily as someone down the street.
Most clients are established small businesses that have outgrown DIY bookkeeping but don't need in-house finance personnel. If you're not sure whether you're a fit, a free call is the easiest way to find out.
At the core: transaction categorization, bank and credit card reconciliation, and monthly financial statements. Depending on your tier, that expands to accounts receivable and payables, class/location tracking, cash flow forecasting, budgeting, KPI dashboards, and more. See the Services page for the full tier breakdown.
That's one of the most common reasons people reach out. We start at the point things went sideways, work forward account by account until everything reconciles, and hand off a clean, accurate file with no loose ends. From there, ongoing bookkeeping keeps it that way.
QuickBooks Online is our preferred platform and where we can move fastest for you, and we're a Certified QuickBooks ProAdvisor. If you're on a different platform, talk to us during our call — we will likely still be able to help, or we can walk you through what a transition would look like.
Financial statements land in your inbox on the same date every month, so you never have to ask where they are. Throughout the month, we will also be in touch with any questions or requests for additional support to best record your activity. Higher tiers add a scheduled review call to walk through what the numbers actually mean for your business, not just deliver a PDF and disappear.
It depends on your transaction volume, account complexity, and which tier fits your business — every quote is built around your specific situation rather than forcing you into a generic package. Starting prices for each tier are listed on the Services page, and a free call is the fastest way to get an exact number.
No long-term contracts. We'd rather earn the relationship month over month than lock you into one.
Core covers the fundamentals — transaction categorization, bank and credit card reconciliation, and monthly financial statements. Premium adds accounts receivable and payable management and class or location tracking for growing businesses that need more than just categorized transactions and reconciled accounts. Executive handles high-volume and complex transactions and layers in KPI dashboards, cash flow forecasting and budgeting, and strategic guidance for businesses ready for a deeper financial partner. Full details and starting prices are on the Services page.
Yes. Most clients start with Core or Premium and add Executive-level services as the business continues to grow.
Yes — a one-time cleanup or catch-up project is available at any tier, as is a lower-cost quarterly option instead of monthly service. Ask about either during your free call.
If clean books are your main pain point, bookkeeping alone is the right starting place. Advisory support tends to make sense once you're facing bigger decisions — pricing changes, hiring, a loan application, preparing for investors — and want deeper insight into your operations, not just historical numbers, to make them. There's no pressure to add it before you're actually at that point.
That's the most common path, and it's intentional. We'd rather get your books right first and earn trust before ever suggesting more — advisory support is something you grow into, not something added on a timer.
No — tax preparation and filing are outside our scope. Keeping the focus on bookkeeping and advisory means your books stay accurate and current year-round, not just rushed together every March. We're glad to refer you to a trusted CPA in our network for tax work, and to hand your accountant clean, tax-ready books when the time comes.
No, payroll processing isn't something we offer directly, but we're happy to point you toward a specialist who does — and we'll make sure payroll activity is reflected correctly in your books either way.
Sales tax filing is outside our scope as well. As with payroll and tax prep, we can refer you to someone who specializes in it.
No — we don't offer attest services of any kind. If your business needs an audit, review, or compilation, we can point you toward a firm that specializes in that work.
Yes. The practice runs fully virtual — video calls, phone, and email cover everything a good bookkeeping relationship needs, whether you're a few minutes away in Huntersville or on the other side of the country.
Through secure, permission-based access — you'll never need to share a password. You invite us as an accountant user in QuickBooks Online, your bank and credit card accounts connect through secure, read-only bank feeds, and statements or other documents are exchanged through an encrypted client portal rather than email. We'll walk you through exactly how that's set up during onboarding.
Not a problem. We handle the setup and can train you or whoever's holding the keys at whatever pace makes sense, or simply run things for you if you'd rather stay hands-off entirely.
We handle the transition — requesting access, reviewing your existing books, and flagging anything that needs cleanup before ongoing bookkeeping begins. Most business owners are surprised by how little they have to manage themselves during the switch.
Since there's no long-term contract, you're never locked in. If your needs change, let us know and we'll figure out the right next step together, whether that's pausing, scaling down, or ending the engagement cleanly.
A free call is the fastest way to get a straight answer about your specific business.