Discuss your bookkeeping needs
We would love to hear from you. Get in touch and we’ll get back to you as soon as we can
Schedule a consultation to discuss your bookkeping needs.
Get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!
The fastest way to reach us is through email, or by using the contact form above
Phone: (925) 307 6993
If you are interested in a receiving a quote, or becoming a client, please help us speed up the process by filling out our brief new-client questionnaire to give us some more information about your business
Frecuently asked questions
Yes, we are a remote firm, meaning we are completely paperless and do not have a brick-
and-mortar office. All of our meetings are conducted through Zoom video meetings + screen share if you require training sessions. Just because we are remote doesn’t mean we
aren’t hands on with your finances! Keeping everything organized with QuickBooks Online
and a myriad of integrations allows us to have higher productivity, better accuracy, and a
faster turn-around time for your projects.
We generally do not have in person meetings. We are a full remote firm with Zoom video
meetings you can schedule through email, on our calendly page, or on our website. If you
would like to meet in person, there is a charge of $150 per hour.
How long your project takes depends on the size of your project, how many accounts you
have to reconcile, how up to date your books are, how promptly you respond to our
communications, and what package you qualify for, among many other factors. It is best to
discuss this with us during your intake meeting to determine if we can meet your needs.
Expedited services cost extra, and may not be possible depending on how busy we are. For
more information about year-end bookkeeping, see our pricing page below.
We will send out weekly or monthly questions depending on your books. We will also update
you with any important news that affects you or your books, or any new developments with
our company or pricing.
Email is always the best way to reach us. You can email Serah at firstname.lastname@example.org, or Cassie at email@example.com with your inquiry, and we will do our best to help you or refer you to someone who can.
The best thing you can do to further your project along is to respond promptly and accurately
to our emails and weekly questions. In order to work on your bookkeeping, we need to ask
you questions about your finances, spending habits, and expenses so we can organize
everything correctly. Maintaining open and prompt communication with us is of paramount
Yes! We offer free procedures manuals, as well as a-la-carte bookkeeping training. See our
pricing page below for more information about purchasing training sessions.