Frequently Asked Questions

We help with accounting, bookkeeping, QuickBooks setup, Jobber CRM setup, payroll, reporting, and operational support. With over 20 years of experience, if it involves the back office, we’ve probably done it.

It’s like having a part-time CFO or operations manager without hiring full-time. You get expert help when you need it, without the overhead of hiring another W-2 worker and providing desk space or equipment. While we certainly need time to learn more about your particular business, many busy business owners find a lot of benefit in not having to spend time teaching a new hire “the ropes” – especially if they’ve been doing everything themselves and don’t have a clear idea of everything this person should be doing.

We do both. Some clients want help getting caught up or setting things up right. Others want long-term help every month. We’re flexible.

Absolutely. If your books are a mess or you’ve fallen behind, we’ll roll up our sleeves and get them cleaned up. This is generally handled with a separate project charge in addition to your monthly retainer, but we can also provide a no-obligation referral to tax professionals who can help you if this is all you’re looking for.

Yes! We’ll make sure your people get paid and your contractors get their 1099s on time. We also provide no-obligation referrals to HR professionals who can help you with more complex payroll tasks, such as compensation studies, and detailed executive job descriptions.

We can advise on basic search techniques, and work closely with some area HR professionals who can assist with this if you’re needing to perform a more detailed search.

We mostly use QuickBooks Online, but we also work with Xero, Gusto, Jobber, and other tools depending on your setup, including property management software.

It covers scheduling, job tracking, vendor coordination, field staff support, system setup—you name it. We help your office run smoother with hands-on help and software to help automate and organize these processes.

Yes, we love this stuff. We’ll help you build SOPs and show you where you can save time with automation or better tools.

Yep! We can help with budgeting, forecasting, dashboards, and strategy—especially helpful if you’re trying to grow or get more efficient.

Yes. We don’t just input data—we walk you through the reports so you understand what’s going on in your business.

We use email, Google Meet, and shared folders (like Google Drive). We’re easy to reach and happy to work your way. For our retainer clients, we typically set up a regular weekly meeting to touch base and answer questions.

Mostly remote, but if you’re nearby and need us in person from time to time, we’re open to that.

We start with a quick discovery call, get access to your systems, and prioritize what needs attention first. It’s simple and fast.

We mostly work with trades, home services, property managers, and small-to-mid-sized businesses. If you’re hands-on and need strong back-office help, we’re a fit.

It depends on how much help you need. We do flat-rate monthly packages starting at $950 per month, as well as project rates. Contact us and let’s see what fits.