Frequently Asked Questions
Does it matter where my business is located?
We focus on serving businesses in the Tampa Bay area, though we can work with clients anywhere in the US using secure online tools. Being local means we know your market well, but our remote-first setup makes it easy to work together no matter where you're based.
What happens during the discovery call?
We get to know your business. We'll learn about your current setup, discuss any challenges you're facing, and answer your questions. If we're a good fit, we'll go over pricing and next steps in clear terms.
What happens after I decide to work with you?
We'll set up a call to gather what we need to get started, like account access and key information about your business. Then we'll review your books, fix any issues we find, and set up your systems the right way. You only pay for the services you need. Whether that's regular bookkeeping, tax help, or both.
How do you handle messy or backlogged books?
Don't worry, we've seen it all. We'll start with a review of your books to see what needs attention. Then we'll organize your past transactions, reconcile your accounts, and get everything up to date. Once you're caught up, we'll set up systems to keep things running smoothly.
What does the monthly service look like?
We keep your books up to date throughout the month, and send you clear financial reports that show how your business is doing. We'll meet regularly to go over your numbers and answer any questions. Everything is handled remotely using secure tools, making it easy and convenient for you.