❓ FAQ
Answers before you ask
How onboarding works, what it costs, how payments are handled and what happens if your plans change.
Most clients have between one and fifty people. That includes freelancers getting their first bookkeeping in order and growing teams that have outgrown a spreadsheet but aren't ready for a full-time finance hire.
We work inside the cloud accounting platform you already have, so nothing changes for you or your accountant. If you don't have one yet, we'll recommend a tool that suits your size and budget and set it up for you.
You invite us as a user in your accounting software and bank feeds, with permissions you choose. Documents go through an encrypted upload link. We never ask for your banking passwords.
After a short kickoff call we connect your accounts, review any past months that need catching up and agree a monthly calendar. Your first report arrives at the end of that month.
Yes. Many clients start with bookkeeping and later add a website or search campaign. Combined plans are quoted together, and your reports show marketing spend next to the results it produced.
There is one monthly plan, the All-in-One Plan at $99 USD per month, which covers bookkeeping, payroll for up to five people and monthly reports. Services outside the plan, such as websites or search campaigns, are quoted separately, and you approve every quote before work starts.
Fill in the sign-up form on our Pricing page. We confirm your setup and email a secure payment link, and you can pay by credit or debit card, Apple Pay, Google Pay or US bank transfer (ACH). Payments are processed by Stripe, so your card details never reach our systems.
Monthly plans renew automatically and can be cancelled with written notice; no charges are taken after the notice period ends. Payments for work we haven't started can be refunded. Our Cancellation & Refund Policy explains the timelines in full.
Questions about your books or your marketing?
Book a free 20-minute consultation. No preparation needed.
- +1 555 010 0199
- Monday to Friday, 9am to 5pm (ET)
- hello@example.com