The professional assessment is $297, which is fully applied to your first month of service when you decide to work with us. If you choose not to move forward, you still keep the detailed assessment report – no hard feelings.

Most assessments are completed within 3-5 business days. We spend 2-3 hours reviewing your books and systems, then provide you with a comprehensive analysis and custom proposal.

Business needs evolve, and so do our services. We review your service level quarterly to ensure it still matches your needs, and adjustments can be made anytime as your business grows.

We base pricing on factors like transaction volume, number of banks, credit card and loan accounts, business complexity, reporting requirements, compliance needs, and the level of ongoing support you require. Everything is clearly explained in your custom proposal.

Not at all. We work on a month-to-month basis because we believe in earning your business every single month, not locking you into a contract.

That's up to you. At minimum, we'll review your books monthly and provide detailed reports. But we're always available for questions, advice, or strategy sessions whenever you need them.

Yes. Clean, accurate books are the foundation of good business decisions and tax compliance. We'll get everything organized and up-to-date, so you can sleep better at night.

We specialize exclusively in QuickBooks (either QuickBooks Online or Desktop as needed). You maintain full ownership and control of your books while we handle the day-to-day management.

We don't prepare taxes, but we work closely with trusted CPA partners who do. We'll ensure your books are tax-ready and can connect you with CPAs who specialize in tax planning and preparation.

We focus on service-based businesses, especially construction, trades, real estate, design, consulting, and professional services. We understand the unique challenges these industries face.

Yes, we're a U.S.-based team in Sugar Land, Texas, serving clients nationwide. You'll always work with experienced professionals who understand U.S. business requirements and regulations.

Since we work month-to-month, you can make changes or end our relationship at any time. Our goal is to earn your trust and business every single month.