Question 1

How long does the monthly close take?

Accepted Answer

Typically 5–10 business days after we receive all documents.

Question 2

What reports do I get each month?

Accepted Answer

P&L, balance sheet, and a summary with notes on anything that needs your attention.

Question 3

Do I need QuickBooks?

Accepted Answer

No.

Question 4

What if I mix personal and business expenses?

Accepted Answer

We'll help separate them during categorization. We recommend a dedicated business account going forward.

Question 5

Can you handle multiple bank accounts or entities?

Accepted Answer

Yes. We reconcile all accounts tied to your business—checking, savings, credit cards, and loans.

Question 6

How often can you run payroll?

Accepted Answer

Weekly, bi-weekly, or semi-monthly—whatever your business needs.

Question 7

Do you handle Washington L&I filings?

Accepted Answer

Yes. We handle all required state and federal payroll filings.

Question 8

What if I have independent contractors?

Accepted Answer

We can help with 1099 preparation and contractor documentation.

Question 9

Do you set up direct deposit?

Accepted Answer

Yes. We set up direct deposit for your employees as part of payroll onboarding.

Question 10

Do you handle quarterly payroll filings?

Accepted Answer

Yes. Quarterly filings (941, state unemployment, L&I) are included in our payroll service.

Question 11

How far behind can I be?

Accepted Answer

We've handled 6+ months of backlog. We'll assess your situation and give you a timeline.

Question 12

Will you fix my QuickBooks?

Accepted Answer

We don't offer QuickBooks troubleshooting or software support. Our catch-up service focuses on reconciling, categorizing, and closing your books.

Question 13

Can I transition to monthly bookkeeping after catch-up?

Accepted Answer

Yes. Most clients move to our ongoing monthly service once their books are current.

Question 14

What documents do you need from me to get started?

Accepted Answer

Bank statements, credit card statements, and access to your QuickBooks or accounting software. We'll send you a checklist.

Question 15

Do you charge by the hour?

Accepted Answer

No. We use flat monthly fees so you always know what to expect.

Question 16

What's included in the monthly fee?

Accepted Answer

It depends on your scope—reconciliation, categorization, close, and reports are standard. We'll define scope before you start.

Question 17

Is there a setup fee?

Accepted Answer

It depends on the state of your books. If catch-up work is needed, that is quoted separately from the ongoing monthly fee.

Question 18

Can I cancel anytime?

Accepted Answer

Yes. Our ongoing services are month-to-month with no long-term contracts.

Question 19

How do I get a quote?

Accepted Answer

Book a 15-minute call or request a bookkeeping assessment. We'll review your needs and send a proposal.

Question 20

Do you specialize in any industry?

Accepted Answer

We work across industries—retail, professional services, contractors, restaurants. Our process adapts to your business.

Question 21

Do you understand my industry's tax rules?

Accepted Answer

We have deep knowledge of Washington State tax requirements including B&O tax for various business classifications.

Question 22

Do you work with nonprofits?

Accepted Answer

Yes. We can handle fund accounting basics and reporting requirements for small nonprofits.

Question 23

Can you handle construction job costing?

Accepted Answer

Yes. We can set up job-level tracking in QuickBooks so you know profitability per project.

Question 24

Do you support e-commerce businesses?

Accepted Answer

Yes. We handle sales tax tracking, marketplace reconciliation, and inventory-related bookkeeping.

Question 25

Where are you located?

Accepted Answer

Mount Vernon, WA. We serve businesses across Skagit, Whatcom, Snohomish, and King Counties.

Question 26

Do you work with businesses outside your area?

Accepted Answer

Yes. We work remotely with clients across the Northwest.

Question 27

How do I get started?

Accepted Answer

Book a 15-minute call. We'll learn about your business, assess your needs, and outline next steps.

Question 28

Who will handle my account?

Accepted Answer

A dedicated professional who knows your business by name—not a rotating support queue.

Question 29

Do you work with my existing CPA or tax preparer?

Accepted Answer

Yes. We coordinate with your CPA or tax preparer to make sure they have clean books at tax time.

Question 30

Do you work with Spanish-speaking owners?

Accepted Answer

Yes. Bilingual support (English/Español) is available.

Question 31

Do you work remotely?

Accepted Answer

Yes. We work remotely with clients across the Northwest.

Question 32

What do you need from me each month?

Accepted Answer

Bank feeds, receipts, invoices, and any docs from our checklist. We'll tell you exactly what we need.

Question 33

Can you clean up my books if I'm behind?

Accepted Answer

Yes. Catch-up and clean-up are available. Timeline depends on how far behind you are.

Question 34

What software do you support?

Accepted Answer

QuickBooks Online primarily. Ask us about other platforms.

Frequently Asked Questions

Bookkeeping

Payroll

Catch-up / Clean-up

Pricing

Industries

General

Get clean, current books—starting this month.