Frequently asked questions

No. We're based in St. George, Utah, but everything is done remotely, so we work with clients across the country.

QuickBooks Online for bookkeeping, plus a secure client portal where you'll find your monthly reports, invoices, and messages. If you're on another system, we'll help you move over.

It's a 20-minute video call. We'll talk about your business, look at how your books are handled today, and recommend the service that fits. There's no obligation.

Bookkeeping packages start at $699.99/mo, tax returns start at $200, and tax planning starts at $75/quarter. After your consult you'll get a clear quote with fixed monthly rates and flat fees, so you'll never get a surprise invoice.

Through your client portal or by email. We'll tell you exactly what we need each month.

Yes. We do cleanup and catch-up work to get you current, then keep you there with a monthly plan.

Yes: personal 1040s and business returns (Schedule C, S-Corp, Partnership) at a flat fee based on entity type. You don't need to be a bookkeeping client; we're happy to work with your existing bookkeeper.

Yes. You can upgrade your bookkeeping package anytime with 30 days' written notice.

ACH/bank transfer, check, credit or debit card, Zelle, or Venmo.

Yes. Your documents live in a password-protected client portal, and we access your accounts only with the permissions you grant.