Frequently Asked Questions
Practical answers about turnaround times, data handling, tools we support, and engagement terms.
How fast do you respond?+
Starter: 24–48 hours. Growth & CFO-Light: same or next business day.
When do you close the month?+
We reconcile by the 5th business day given statements are available.
Do you do taxes?+
We are a bookkeeping firm, not a CPA. We work with your CPA or refer you to a local partner.
What tools do you support?+
QuickBooks Online, Gusto, Stripe, Shopify, Bill.com, and bank feeds from all major Triangle banks.
How do you access my accounts?+
Least-privilege user roles only. No shared passwords. MFA required.
How is my data protected?+
We maintain organized, professional practices with secure access controls and clear documentation standards.
How long do you keep my files?+
We retain only what is required for bookkeeping and provide clean offboarding at the end of any engagement.
Do you do catch-up/cleanup work?+
Yes—scoped after a Health Review so we can price accurately.
Can you help with AR and collections?+
Yes. We'll set up invoicing rhythms, ACH payments, and follow-ups.
What about payroll?+
We coordinate payroll entries and reconcile, typically via Gusto or your preferred provider.
What are your engagement terms?+
Month-to-month with simple SLAs. No long contracts.
Where do you serve?+
Raleigh, Cary, Durham, and Chapel Hill. Remote-friendly and on Eastern Time.
How do we start?+
Book a 30-minute review. We'll review your QBO file and confirm scope and pricing.
Still Have Questions?
We're here to help. Book a free consultation or send us a message.
Or call us at 984-464-7947