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Things worth reading before you hire anyone.

Two short guides Deb wrote from the questions new clients actually ask, plus the pages on our service site that answer the rest.

  • Guide · PDF

    7 Reasons to Hire a Bookkeeper Now

    The case for handing the books off, written for owners who have been doing them at midnight. Short, and honest about what it costs.

    Download the guide
  • Checklist · free, 2-minute survey

    Tax-Ready Books Checklist

    What your CPA needs to see before they can file, in the order they need to see it. Answer five short questions and we will send you the checklist.

    Get the checklist
  • On our service site

    How it works, and what it costs

    The step-by-step of a new engagement, the pricing model, and the answers to the questions everyone asks on the first call.

    Read on Go To My Bookkeeper
For CPAs

Refer a client whose books you cannot work with.

A good share of our work arrives from CPAs who need a client's books fixed and then kept clean. We never prepare returns, so there is no overlap. We set the books up your way, and we send you what you need when you need it.

How the referral relationship works

Talk to Deb first. Then decide.

A thirty-minute call, no cost, no pitch. You tell her where the books stand. She tells you what she would do about it and roughly what it takes. You can do whatever you want with that.

Or just call. (833) 653-7545