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Frequently Asked Questions

Are you accepting new clients?

Absolutely!  If you would like to learn more and explore ways that we can organize and streamline your accounting, please call us at (614) 568-1255, (888) 216-9575 or email us at

What is your price range for monthly accounting services?

Once we understand exactly what your unique needs are, we will provide a customized proposal of the work to be done and our fees.

When is the work performed?

We perform work weekly, twice a month, monthly, quarterly and annually. We can customize to any schedule that you need.

What documents do I need to provide to you?

Once we have our initial conversation and get a better understanding of your business, we can determine what documents we’ll need to get started. Generally, if we are performing routine monthly reconciliations, we’ll need your bank, credit card and loan statements.

Do you know QuickBooks®?

Yes!  We are Advanced Certified QuickBooks® ProAdvisors for both QuickBooks® Online and QuickBooks® Desktop.

I have a backlog of accounting work. Will you complete this type of work?

Yes!  We can handle your backlog work and get your records up to date.

Do you prepare tax returns?

No, we do not provide tax preparation services.  However, by working with us your company’s finances will be organized throughout the year and ready for a smooth transition at tax time.

What return on investment should I expect for my investment in your services?

Through our knowledge and service, we give you peace of mind knowing your company’s books are receiving exceptional care and the freedom to focus on running your business instead of spending time with your accounting.  As we like to say… Do what you do best.  We’ll take care of accounting for it.