FAQ
Questions owners ask us
Straight answers about how we work. Don't see your question? Call 406-404-8955 and ask.
What does a bookkeeper actually do for my business?
A bookkeeper records every dollar coming in and going out, matches it to your bank accounts, and turns it into reports you can read. The result: you know what you made, what you spent, and where your cash went, every month instead of once a year.
How is bookkeeping different from accounting?
Bookkeeping keeps your numbers accurate and current. Accounting uses those numbers for taxes, planning, and bigger decisions. We do both, so the work fits together.
Why have one team handle my bookkeeping and taxes?
Because the numbers match, nothing falls through the cracks, and you only explain your business once. When the same team keeps your books all year, we can spot things before tax time instead of after. No finger pointing between a bookkeeper and a tax preparer.
How often will you update my books?
Weekly or monthly, depending on how busy your business is. Either way, your numbers stay current enough to make real decisions.
Do I still need a bookkeeper if I use QuickBooks or Xero?
Usually, yes. Software helps, but it still needs someone to set it up, categorize things correctly, and catch mistakes. Otherwise the reports look official but don't tell you the truth.
Can you work with my current CPA or tax preparer?
Yes. Many clients have us handle both bookkeeping and tax, but we're happy to keep your books clean and hand them off ready for whoever files your return.
What does it cost?
It depends on what you need. We'll learn about your business on a quick call, then give you a clear quote. Most bookkeeping clients pay a flat monthly rate, so there are no surprise bills.
Is my financial data secure?
Yes. Protecting your information is a top priority. We use secure, modern tools and careful practices to keep your data safe and confidential. If you'd like more detail on how we protect it, just ask. We're happy to walk you through it.
Can you help if my books are behind?
Yes. Whether you're a few months or a few years behind, we'll get your books accurate and current. It's often the first step before monthly bookkeeping.
What types of businesses do you work with?
Service businesses: contractors and trades, law firms, dental and medical practices, real estate teams, and other businesses that sell skill and time. Most of our clients bring in $100K to $10M a year. If you want clear numbers and fast answers, we're likely a good fit.
What accounting software do you use?
Mostly QuickBooks, and we also support Xero. Using something else? Call us and we'll talk it through.
How soon can you start?
Once we have the information and access we need, we can usually start within a few days to a week.
How do you make sure the work is accurate?
We use modern software, documented processes, and reviews built into our routine, so details don't get missed and your numbers stay reliable.
Let's talk