How much does it cost?
Every engagement is a flat fee. Monthly plans are priced by how many transactions and accounts you have and which plan you choose. Cleanups are priced by how many months and accounts need work. You get the exact price in writing after a free 15-minute call, before any work starts, and there are no hourly surprises.
When can you start?
We're booking clients now for January 2027, which is also the right time to clean up 2026 and file 1099s before the deadline.
Do you prepare tax returns?
No. We keep your books clean and file your 1099s, then send year-end reports to whoever prepares your return. We aren't CPAs and don't give tax advice.
Do I need QuickBooks Online?
We work in QuickBooks Online. If you use a spreadsheet or nothing yet, we'll set it up as part of your cleanup. If you're on other accounting software and want to stay there, we're probably not the right fit.
Is my information secure?
We use QuickBooks Online's accountant access, so you never share your login and can remove us at any time. We'll never ask you to email Social Security numbers, tax IDs or bank account numbers.
Do you only work in Wilmington?
We're based in Wilmington and happy to meet in person, but everything works remotely for businesses anywhere in North Carolina.