The more activity in your books, the more time it takes to keep everything accurate and up to date.

We look at:

• How many bank and credit card accounts you use
• How many transactions flow through each month
• Whether we’re reconciling loans, checks, ACH transfers, or merchant deposits

Some businesses only have one or two transactions per account each month. Others move a much higher volume of money through several accounts. That difference affects how much time we spend keeping your books clean and complete.

The structure of your business also affects pricing. Complex operations take more attention to detail and more hours.

We ask:

• Do you have multiple locations or business entities?
• Do you operate in more than one state?
• Do you file sales tax in multiple states?
• Are your finances spread across different software systems or platforms?

For example, if each location needs its own P&L, or if one location is in a different state and requires a separate tax return, that adds to the work. We’re equipped to file business, payroll, and personal taxes across the U.S., and we handle sales tax filings as required, so you can stay compliant and save time.

Backwork is how we help you reset your books and start with clean, accurate financials. We dig into your records, correct errors, and bring everything up to date. Along the way, we often uncover things like missed deductions, miscategorized expenses, or unrecorded transactions—issues that quietly throw off your reports. And when your reports aren't accurate, it's harder to budget, plan ahead, or make informed decisions.

Even if everything looks fine on the surface, there’s often more to clean up, and doing so can lead to real savings.

Cost: Monthly fee x the number of months of backwork needed to clean your books

Our onboarding process is more than a setup. It’s a reset.

We’ll clean up your books, align your Chart of Accounts, clarify your goals, and train you on the tools that make reporting easier. You’ll meet your onboarding team, walk through expectations, and get hands-on training in QuickBooks Online, Dext, and our client portal (Qount).

By the end, you’ll have updated financials you can actually use and a clearer path forward.

Cost: $2,500