Clear answers before we get started.

We offer monthly bookkeeping, transaction categorization, bank and credit card reconciliations, accounts receivable and payable tracking, monthly financial statements, ongoing QuickBooks Online support, catch-up and clean-up work, and 1099 support. Payroll support may also be available as an add-on for ongoing bookkeeping clients.

No. We provide bookkeeping services, not tax preparation or tax filing. Our role is to keep your financial records clean, accurate, current, and ready for your CPA or tax professional. We can also collaborate with them when appropriate.

Pricing depends on the size and complexity of your business, monthly transaction volume, the current condition of your books, and the level of support required. After learning about your needs, we will recommend an appropriate scope and provide clear pricing before any work begins.

We focus on service-based businesses without inventory, including therapists and private practices, consultants and coaches, freelancers and independent service providers, and Brazilian Jiu-Jitsu academies and gym owners.

Yes. We are based in Carlsbad, California, but work with service-based businesses across the United States using secure cloud-based tools.

QuickBooks Online is at the center of our bookkeeping process because it supports secure cloud-based collaboration and gives business owners convenient access to their financial information.

Yes. Our catch-up and clean-up service is designed to organize prior periods, address inconsistencies, reconcile outstanding accounts, and establish a reliable foundation for ongoing monthly bookkeeping.

Ongoing bookkeeping clients receive financial statements each month after the books have been reviewed and reconciled. We focus on presenting accurate, understandable information that helps you see where your business stands.

We work primarily in QuickBooks Online. If you are using another system, we will discuss your current setup and whether moving to QuickBooks Online is the appropriate step for your business before making any recommendation.

Begin by scheduling a free 15-minute Book Review with Fabiana. If your needs align with our services, we will schedule a deeper Discovery Session with Raphael to understand the bookkeeping details, clarify the scope, and discuss the best path forward.

Yes. We are a family-run business, and clients communicate directly with the people responsible for supporting them. We believe responsive communication and long-term relationships are essential to dependable bookkeeping.

Fabiana will learn about your business, your current bookkeeping setup, and the challenges you are experiencing. It is a relaxed, no-pressure conversation to identify whether we may be a good fit and what the next step should be.