General Questions
What bookkeeping services do you offer?
We offer comprehensive bookkeeping services including:
- Monthly transaction categorization and bank reconciliation
- Accounts payable and receivable management
- Financial statement preparation (P&L, Balance Sheet)
- Cash flow monitoring and projections
- 1099 tracking and preparation
- Sales tax report organization
- Budget creation and variance analysis
How does the pricing work?
We offer three transparent pricing tiers based on your transaction volume:
- Foundation Package ($297/month): Up to 75 transactions
- Growth Package ($497/month): Up to 150 transactions
- Premium Package ($697/month): Unlimited transactions
Each package includes core bookkeeping services, with higher tiers adding features like accounts payable management, payroll support, and advanced reporting.
What’s included in the monthly financial summary?
Our monthly financial summary includes:
- Plain-English overview of your financial position
- Profit & Loss statement
- Balance Sheet
- Cash flow overview (money in vs. money out)
- Red flag alerts for unusual transactions
- Quarter-over-quarter growth comparison
Getting Started
How do I get started?
Getting started is easy:
- Request a free financial health check
- We’ll review your current books and discuss your needs
- Choose the package that fits your business
- We’ll onboard you and get your books organized!
What do you need from me to get started?
To get started, we’ll need:
- Access to your business bank and credit card accounts
- Any existing accounting records (GnuCash, Beancount, or CSV exports preferred; we also handle migrations from proprietary tools)
- Information about your business structure and industry
- Details about any specific reporting requirements
How long does onboarding take?
Most clients are fully onboarded within 1-2 weeks. This includes:
- Initial consultation and needs assessment
- GnuCash or Plain Text Accounting (PTA) setup (if needed)
- Historical data cleanup and organization
- Chart of accounts customization
- First month of bookkeeping
Working Together
How often will we communicate?
We believe in proactive communication. You’ll receive:
- Monthly financial summaries via email
- Direct text/email access for questions (24-hour response guarantee)
- Quarterly review calls (Growth and Premium packages)
- Bi-weekly check-ins during busy periods (Premium package)
Can I upgrade or downgrade my package?
Absolutely! You can change your package at any time based on your business needs. We’ll prorate any changes to ensure fair billing.
What accounting software do you use?
We are FOSS-first accounting specialists. Unlike traditional firms that force you into expensive, proprietary ecosystems, we specialize in Free and Open Source Software (FOSS) and Plain Text Accounting (PTA).
Our preferred stack includes:
- GnuCash: For a robust, double-entry accounting system with zero licensing fees and full data sovereignty. Perfect for small businesses who want professional features without the SaaS tax.
- Beancount / Ledger (PTA): The gold standard for digital sovereignty. Your financial data is stored in human-readable plain text files, ensuring complete longevity, auditability, and version control (Git-ready).
- ERPNext: For growing businesses requiring full-scale integrated resource planning without the vendor lock-in of NetSuite or SAP.
While we can assist with migrations from QuickBooks Online or Xero, our goal is to move you toward a “sovereign” financial stack where you own your data entirely.
Security & Digital Sovereignty
How do you protect my financial data?
We apply the same “Privacy-First” principles to your bookkeeping as we do to our high-security IT infrastructure:
- End-to-End Encryption: Secure, encrypted channels for all data transfers.
- Data Sovereignty: We prioritize systems that allow you to maintain full ownership of your financial history.
- Zero-Knowledge Tools: Where possible, we utilize tools that ensure we only see the data necessary for reporting.
- Hardware Hardening: Our management systems are protected by enterprise-grade hardware security.
- Strict Confidentiality: All team members are bound by comprehensive privacy and non-disclosure agreements.
Why do you mention Open Source for finance?
Most financial software is a “black box” that harvests data for the provider. We advocate for Open Source alternatives and sovereign integrations because they offer transparency and prevent your business from being “turned off” or locked into a specific vendor’s ecosystem.
Who will have access to my books?
Only our core bookkeeping team will have access to your financial data. We never share your information with third parties without your explicit consent.
Still Have Questions?
Don’t see your question here? Contact us and we’ll be happy to help!