Frequently asked questions

Can you help if my books are behind?

Yes. We start by identifying the periods and accounts that need attention, the records available, and the issues that require follow-up. That review helps define a manageable cleanup scope.

Do I need to change accounting software?

We’ll review your current setup first. QuickBooks Online is a core area of support, but the right approach depends on your existing systems and what the engagement requires.

Can you work with my existing bookkeeper or accountant?

Yes. We can support your team with reconciliations, reporting, process improvements, or advisory work. We clarify who handles each responsibility and coordinate with your tax accountant or payroll provider when needed.

Do you work with clients outside Vermont?

Yes. We’re based in Shelburne, Vermont, and provide remote support to clients across the U.S.

Do you offer ongoing support or one-time projects?

Both. Ongoing work can include monthly accounting, financial reporting, and advisory support. Focused projects can cover cleanup, QuickBooks Online setup, reconciliations, or improvements to accounting processes.

How are fees determined?

Fees are based on the scope, complexity, and level of support needed. Following an initial conversation and review of the available information, you receive a proposal outlining the work and fee before the engagement begins.

Do you prepare tax returns or process payroll?

We focus on accounting and advisory services. Tax preparation and payroll processing remain with the appropriate providers. We can coordinate with them and help reconcile the related accounting records within the agreed scope.

How do I get started?

Use the Contact page to share a little about your organization, your current accounting setup, and the help you need. An initial conversation helps identify priorities and determine whether ongoing support or a focused project is the right fit.