We take the security and sensitivity of data extremely seriously. We have a security policy outlining our practices that we require all new clients to read and sign.

We will do our best to convince you that online software has become superior to desktop. We can upload your data to online. This can be a daunting process for many business owners, please speak with us about your concerns, we have a lot of experience in the transition.

Every company has different needs. We can do weekly, monthly, quarterly or annually. Setting expectations is a part of the intake process.

Bills are sent monthly, and we use an hourly rate.

We meet with you and assess your business needs and how your accounts should be presented. We customize your accounts with you so that you can make confident decisions.

Taxes are not done in-house. We work with a lovely selection of CPAs that we can recommend depending on your particular needs.

We have an office in Boulder, Colorado and can provide routine office visits in this area. The vast majority of our services are provided remotely anywhere in the United States.

Yes, each team member is a certified Quickbooks Proadvisor and can teach you to manage the basic functions of your accounts.