Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant. Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.

You can also book a call with your bookkeeper (or send them a message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.

Yep! You can add any amount of Catch Up bookkeeping to a basic plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.

We use Quickbooks Online, which lets you securely connect your financial accounts in seconds. This feature saves you the time and effort of manually uploading documents.

We connect with Stripe, Square, Shopify, PayPal, and Amazon. By connecting your payment processor, all of your transactions are automatically synced to Quickbooks platform.

We also support clients that use other merchant processors. We’ll work with you to connect accounts and pull the data we need to reconcile your books.

There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file. We’ll take care of the rest.

Making the most of all your available tax deductions can save you hundreds—even thousands—of dollars at tax time. As a small business owner, it can be difficult to know what deductions are relevant to you. We make sure you get the most out of your tax deductions.