Read the FAQs

Select a question to read the answer.

Use the client portal to share documents and keep in touch.

We work in QuickBooks Online. After helping you connect your accounts for transaction importing, we review and categorize the activity so you can keep track of your business’s finances.

TaxDome is our secure client portal. You’ll use it to sign your agreement, respond to document requests, discuss transactions, and message us during our work together.

Receipt management isn’t part of basic bookkeeping. When you choose that service, you can submit receipts through the portal for us to upload and attach. Its mobile app lets you photograph receipts while you’re out.

Yes. You don’t need to get everything organized before contacting us. Catch-up services are available when your bookkeeping has fallen behind.

Your CPA or tax preparer can confirm how bookkeeping fees should be treated for your business and individual tax situation.

Tax filing isn’t a service we provide. We can recommend CPAs when you need help with your taxes.

Call Jaime, send an email, or use the contact form. The links below will get you to the right place.

Let’s talk about your business and the support you’re looking for.