Yes. We work with industry-standard cloud tools and follow strict data handling practices. Your financial information is never shared with third parties.
We can take over seamlessly. We'll review what's in place, clean up any issues, and build on top of the existing setup — no disruption to your operations.
No. We'll recommend the right tool for your business and set it up as part of onboarding. If you already use one, we'll connect to your existing account.
Most clients are fully onboarded within 3–5 business days. We handle the setup — tools, integrations, and data migration — so you don't have to.
Is my data secure?
What if I already have a bookkeeper?
Do I need QuickBooks or Xero already?
How quickly can you get started?
Frequently Asked Questions (FAQ)