Support
We’re Here When You Need Us
Questions about bookkeeping, tax filings, or your account? Our experienced team is here to provide clear, reliable support tailored to your business.
How We Can Help
Our support team can assist you with:
Account access and login issues
Questions about your monthly reports
Tax filing status updates
Document uploads and secure sharing
Billing and subscription inquiries
IRS or state notice guidance
If it impacts your finances, we’re here to make it easier.
Support Options
Phone Support
Speak directly with a team member during business hours for urgent matters.
Email Assistance
Send us your question anytime, we typically respond within one business day.
Messaging
Securely message your dedicated accountant inside your client dashboard.
Need Help Right Now?
Reach out to our support team and get the clarity you deserve.
Frequently Asked Questions
Can’t find the answer you’re looking for? Chat with our support team
Question 1: . What bookkeeping services do you provide?
We provide full-service bookkeeping including transaction recording, bank and credit card reconciliations, accounts payable and receivable, payroll support, financial reporting, and monthly/quarterly close. We also assist with tax-ready financials for your CPA.
Question 2: Who do you serve?
We work with small businesses, startups, freelancers, and growing companies across the United States, including sole proprietors, LLCs, partnerships, and corporations.
Question 3: Do you work with businesses in all U.S. states?
Yes. Our services are fully remote, allowing us to serve clients in all 50 states while complying with federal and state-specific bookkeeping requirements.
Question 4: What accounting software do you use?
We primarily work with QuickBooks Online, but we also support Xero, Wave, Zoho Books, and other cloud-based accounting platforms. We can work with your existing system or help you set one up.
Question 5: . How often will my books be updated?
Most clients choose monthly bookkeeping, but we also offer weekly, quarterly, or custom schedules based on business needs and transaction volume.
Question 6: Do you handle tax filing?
We do prepare & file taxes, if you already have a CPA we prepare accurate, tax-ready financial reports and coordinate with your CPA or tax preparer to ensure smooth and timely tax filing.
Question 7: What documents do I need to provide?
Typically, we need:
- Bank and credit card statements
- Sales and expense receipts
- Invoices and bills
- Mortgage, Loan & LOC statements.
- Payroll reports (if applicable)
- Previous financial records (for new clients)