Bookkeeping Frequently Asked Questions

We help service-based businesses that want to stop stressing about their books and start making confident money decisions. Think home services, creative pros, consultants — basically, if you sell a skill, not a sandwich, we’re your people.

(Sorry, no restaurants or hotels — we like to stay in our lane so we can be the best at what we do.)

Nope! We may be based in paradise, but thanks to cloud bookkeeping, we work with clients all over the U.S. You get Florida Keys-level chill and top-tier accuracy, no matter where you are.

We work in QuickBooks Online because it’s the industry standard and plays nice with other apps. It integrates with POS systems, payroll providers, and the specialized tech we use to deliver amazing, streamlined service. If you’re still on QuickBooks Desktop, we’ll migrate your data for you. If you’re not using any bookkeeping software yet, we’ll set you up on QuickBooks Online from scratch. 

Yes. No judgment, no shame — just solutions. Whether you’re 3 months or 3 years behind, we’ll get you caught up, cleaned up, and ready for tax time or whatever’s next.

We don’t prepare or file taxes — but we do make sure your books are so accurate and organized that tax time becomes a simple handoff to your tax pro. No more April panic.

It all starts with a free, high-level bookkeeping health check during your discovery call. If we’re a good fit, we’ll move into a deep-dive diagnostic review of your books. This review identifies errors, missing transactions, and opportunities to streamline your bookkeeping process.

You’ll get a full report you can keep — so even if you don’t hire us, you can hand it to another bookkeeper as a ready-made roadmap.

Our pricing for bookkeeping clean-up, catch-up, and monthly bookkeeping services is based on what we learn in the review. And if you move forward with us, we’ll credit the full cost of the diagnostic toward your clean-up or catch-up work.

Easy! Book a free discovery call. We’ll talk about where you are now, where you want to be, and how to make your books a whole lot easier to deal with.

Absolutely. We use encrypted, secure platforms that protect your data and meet industry compliance standards — so your numbers stay more private than a secret fishing spot.

Accountants focus on taxes, not day-to-day financial tracking. Good bookkeeping gives your accountant clean, accurate numbers so they can save you money — without spending hours fixing messy records (and charging you for it).

You can, but most business owners find it eats up hours they could spend making money or growing their business. Plus, small mistakes add up fast. We make sure your numbers are right the first time — saving you stress and expensive fixes later.

Yes! We offer one-time clean-ups, catch-ups, or project-based work. You don’t have to commit to a big monthly package to get expert help.

No problem — we’ll pick up where you left off, clean up any gaps, and make sure your financials are on track for the rest of the year.

Yes! We can help you set up your bookkeeping correctly from day one so you don’t have to untangle a mess later.