Your job is to be responsive as a client. We will need you to answer questions about transactions. There are payroll and tax deadlines, so please answer questions as quickly as possible.

Yes! This is still your business. I’m just here to help. Never, ever give someone full control of your finances!

Yes! If you have a trusted advisor, we will work closely with your tax advisor or CPA to ensure seamless collaboration during tax season. We provide them with accurate and organized financial records, answer any questions they may have, and assist in preparing the necessary documentation for filing your tax returns.

We implement measures such as Two-Factor Authentication and Password Vault Software. Do not ever email us anything with confidential information. We will send you a link to a secure portal to provide documentation.

Payment is due on the 1st of the month for which services are being done and will be set up for auto-draft.

Luke 16:10 says that whoever can be trusted with little can be trusted with much. These are the clients we choose to work with, the ones that are faithful with little and much.

We are in the great state of Texas, but since we are a digital bookkeeping company, we can work with clients in any part of the country, thanks to our great software stack!