FAQ
Questions, answered.
Straight answers about how we work, what it costs and what to expect. Don’t see yours? Just ask.
Why work with a CPA firm for bookkeeping?
Anyone can categorize transactions. A CPA understands what your numbers mean, catches problems before they cost you, and is held to licensing and professional standards. You get accurate books and an advisor who can explain them.
Who will I work with?
A CPA leads every client relationship, from onboarding through every review, and your books and reports are always reviewed by a CPA before they reach you.
How is pricing set?
Every business is different, so we don’t publish one-size-fits-all prices. Your fee depends on transaction volume, number of accounts and entities, complexity, and how involved you want us to be. After a free first call, you’ll get a fixed quote, so you’ll always know what you’re paying.
Do I have to commit to a monthly package?
No. Projects like a cleanup, a system setup or a financial health check are one-time engagements with no ongoing contract.
Do you prepare taxes?
Not at this time. We’re a licensed Pennsylvania CPA firm, currently focused on bookkeeping, financial reporting and advisory. We keep your books tax-ready and work directly with your tax preparer. If you need one, we can introduce you.
What software do you use?
We work in leading cloud accounting platforms such as QuickBooks Online, and connect them to your bank, payroll and payment apps. Already using something else? Let’s talk.
Do I need to be in Lancaster?
No. We love meeting in person around Lancaster County, but we work with clients anywhere by video.
Is there a long-term contract?
No. Engagements are month-to-month with 30 days’ notice.
Can I change packages later?
Yes. Many clients start with Foundation and move up as they grow. We’ll review fit at least once a year.
My books are a mess. Is that a problem?
Not at all. That’s common. We’ll scope a one-time cleanup project before your monthly service begins.
Do you give investment advice?
No. We provide bookkeeping and business financial advisory only, not investment recommendations.
Let’s talk
Ready to talk through your numbers?
Book a free 30-minute call. We’ll talk through where your business is today, what you need next, and whether a monthly package or a one-time project fits, with no obligation.