Our pricing depends on the scope and complexity of your business’s needs. For 
a detailed quote, we conduct an initial consultation where we assess the size of 
your business, the number of transactions, and the level of integration required. 
We offer both monthly subscriptions and one-time project pricing.

Yes, we offer customized subscription plans based on the frequency and scope 
of services needed. Plans may include monthly bookkeeping, quarterly tax 
planning, and advisory services. Subscription plans are flexible and can be 
adjusted as your business grows or your needs change.

Subscription plans typically include monthly bookkeeping, tax filing support, 
monthly or quarterly reports, financial dashboard creation, and ecommerce 
platform integration assistance. Custom services such as data migration or 
financial modeling can be added as part of your plan for an additional cost.

Yes, additional services such as data migration, financial modeling, or advisory 
calls are charged separately from the base subscription plan. We will provide a
clear breakdown of any additional fees before performing any work outside your 
subscription plan.

Yes, you can cancel your subscription at any time. We do ask for a 30-day notice
before canceling to ensure a smooth transition and proper offboarding. If you are 
under a contract, cancellation terms will be specified in the agreement.

Our bookkeeping services include tracking income and expenses, reconciling 
bank and credit card statements, managing accounts payable and receivable, 
and generating financial reports. We also provide regular financial statements like 
balance sheets, profit and loss statements, and cash flow reports.

Yes, we offer catch-up bookkeeping services for businesses that may have fallen 
behind on their financial record-keeping. We will go through your past 
transactions, organize your financial data, and bring everything up-to-date to 
ensure that you are compliant with tax laws and ready for financial reporting.

We help ensure that your business remains compliant with tax laws by organizing 
all financial data and preparing accurate tax filings. We assist with quarterly tax 
estimates, year-end tax preparation, and any applicable sales tax compliance, 
especially for ecommerce businesses with sales across multiple states or 
countries.

Monthly bookkeeping services are ongoing services where we manage your 
finances on a regular basis, typically every month. Catch-up bookkeeping is for 
businesses that have fallen behind on their bookkeeping tasks. We help organize 
and bring records up to date so you can proceed with accurate and compliant 
financial reporting.

The time required for catch-up bookkeeping depends on how far behind the 
records are. For smaller businesses with a few months of backlog, the process 
may take a few weeks. For larger businesses with more extensive records, it 
could take a month or longer. We will provide a timeline after assessing your 
specific situation.

We use robust security measures to ensure the safety of your data. This includes 
encryption (SSL/TLS), two-factor authentication (2FA), secure cloud storage, and 
VPN access for remote employees. All sensitive data is stored and transmitted 
securely, following the latest security protocols.

Yes, your data is protected using industry-standard security measures. We also 
ensure that all third-party vendors, such as payment processors (e.g., Stripe) and 
ecommerce platforms (e.g., Shopify), follow strict security protocols.

Yes, we perform regular internal audits to assess and address any security 
vulnerabilities. We also work with external security experts to ensure our systems 
and processes are up-to-date with the latest cybersecurity practices.

In the unlikely event of a data breach, we have an incident response plan in 
place to notify affected clients, investigate the breach, and take immediate steps 
to prevent further damage. We will notify you via email and provide details about 
the breach, the steps we’re taking, and how you can protect your data.

We share data only with trusted third-party service providers necessary for 
service delivery (e.g., Stripe for payments, Xero for bookkeeping, etc.). These 
partners comply with strict security measures and are subject to confidentiality 
agreements. We do not sell or share your data with unauthorized third parties.

We implement advanced encryption, access controls, and continuous monitoring 
to ensure your data is safe. We also regularly train our employees on best 
practices for data security. You can be confident that your personal and business 
information is handled with the utmost care and attention to privacy.