No. We focus on monthly operational bookkeeping. We don’t file income tax returns, but we coordinate closely with your CPA and provide clean, ready-to-use financials for tax filing. If needed, we can recommend ecommerce-focused tax partners.

We cover the cost of Link My Books to ensure accurate sales data syncing. Accounting software (QuickBooks or Xero) is billed directly to you so you retain full ownership of your data. We pass along any available ProAdvisor discounts.

No. All plans are month-to-month with a 30-day cancellation notice.
Annual prepayment options are available for clients who prefer them.

We provide a short-term cash flow view based on your recent performance and known payables. This is designed to show a conservative picture of near-term liquidity. We do not provide long-term forecasting or scenario modeling.

Cash flow reporting typically begins after the first month, once data is stabilized.

If historical cleanup is needed, we charge a flat catch-up fee of $300 per month of history. The total cleanup cost is capped, even if more months are involved. We’ll confirm the exact scope and cost before starting.