FAQ
Questions, answered
Everything people usually ask before booking a free books review.
Updated October 4, 2026
Getting started
What happens in the free books review?
A 30-minute call. We look at where your books stand, how far behind they are, and what you need, then give you a flat monthly quote, plus a catch-up quote if you're behind. No judgment, no sales pitch.
How soon will I hear from you?
We'll text you within one business day of your request to pick a time for the review.
Do I need to prepare anything?
No. If you have bookkeeping software, have your login handy so you can invite us for the review. If you don't, that's fine too.
What if I don't have bookkeeping software?
We'll recommend a setup in the review, usually QuickBooks Online, and set it up properly from the start.
Price
What does monthly bookkeeping cost?
One flat monthly price, set after the free review. Most businesses fall between $200 and $800 a month, and very busy or complex books can run higher. It depends on transaction volume, the number of accounts and how complex the books are.
Is catch-up work included?
No. If you're behind, the catch-up is quoted separately as one fixed price after the review.
Is there a contract?
No contract. You can cancel anytime.
Access and security
Do you need my bank passwords?
Never. Your bank and card feeds come into your bookkeeping software, which you control. You invite us with accountant access and can remove us in one click.
Who owns the books?
You do. The books stay in your own software account, so if you stop working with us, everything stays with you.
Software and scope
Do I have to switch software?
No. We work in the bookkeeping software you already use, such as QuickBooks Online.
Do you prepare tax returns?
We're bookkeepers. Your accountant or tax preparer files your returns, and we hand them clean, reconciled books to work from.
Do you work with businesses outside Tampa Bay?
We focus on Sarasota and the Tampa Bay area, but because we work remotely, location matters less than fit. Ask in the review.
Book your free review
Got it. We'll text you within one business day.
Pick a time now