Every business and medical practice has different needs, so our pricing is customized based on the workload and level of support needed. We offer a free consultation to learn more about your needs before providing a quote.
Service terms depend on the type of work being provided. We'll discuss expectations, pricing, and service terms with you before any work begins so you know exactly what to expect.
Yes. Many of our services can be provided completely remotely, allowing us to work with businesses and medical practices both locally and outside of our immediate area.
Absolutely. We can communicate and work with your CPA throughout the year, provide requested bookkeeping information, and help make sure your records are organized for year-end and tax preparation.
Yes. Protecting our clients' information is a priority. Financial, business, and personal information is handled with confidentiality using appropriate security measures. For medical practices, protected health information is handled in accordance with applicable HIPAA requirements and established privacy and security procedures.
Your complimentary one-hour consultation gives us an opportunity to learn about your business, what you're currently handling in-house, where you need help, and what you would like to take off your plate. From there, we can recommend the appropriate level of support and provide customized pricing.
Absolutely. We work with both new and established businesses, and your services can change as your needs change. You can start with the support you need now, add services later, or transition responsibilities from an existing bookkeeper or office staff as your business grows.
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