Frequently asked questions

We record and categorize every transaction, reconcile your bank and credit card accounts, and deliver monthly financial statements: a profit and loss statement and a balance sheet. Packages 1 and 2 add payroll and tracking of what customers owe you and what you owe vendors.

Yes. We start with a $300 diagnostic review, then give you a fixed price to bring the books current. The $300 is credited toward that work if you go ahead. Once you are caught up, your monthly package begins.

We work in QuickBooks Online for every client because it lets us keep your books current and secure. If you use something else today, we can move you over as part of setup.

Through our secure client portal. Please do not email tax IDs, Social Security numbers, account numbers, or passwords. We will send you a secure link when we need something.

No. Healthcare is a natural fit because of Jazmin's background, but we work with small businesses of every kind across Florida.

By the number of transactions your business has each month and the number of people on payroll. We look at your last three months to place you in the right range, and we revisit the price once a year or if your volume changes significantly.