Frequently Asked Questions

1. What services do you provide?
We offer comprehensive bookkeeping, payroll, QuickBooks setup and cleanup, financial reporting, and advisory services tailored to your business needs.

2. Who are your typical clients?
We work with small to mid-sized businesses in Lake Oswego and the greater Portland area across a variety of industries.

3. How do I get started?
Simply contact us via phone, email, or our online form to schedule a consultation. We’ll assess your needs and create a tailored plan.

4. How often will I receive financial reports?
Reports can be provided monthly, quarterly, or on a customized schedule based on your business requirements.

5. Can you help with QuickBooks setup or cleanup?
Absolutely. We ensure your QuickBooks accounts are accurate, organized, and optimized for your business.

6. Do you handle payroll services?
Yes. Our payroll services ensure accuracy, compliance, and timely processing for your employees.

7. Are my financial records secure and confidential?
Yes. Confidentiality and professionalism are central to our practice. Your data is handled with the highest care and security.

8. Can you provide tax preparation support or guidance?
While we focus on bookkeeping, we can provide the necessary reports and guidance to support your tax preparation.

9. Do you offer advisory services for business decisions?
Yes. We provide actionable financial insights to help you make informed decisions and plan for growth.

10. How do you charge for your services?
Our fees are tailored to the scope of work and the size of your business, ensuring you receive fair, transparent pricing.

11. Can you work with my existing accounting software?
Yes. We are experienced with QuickBooks and other common accounting platforms and can adapt to your system.

12. How do you ensure accuracy in bookkeeping?
Through meticulous review, consistent procedures, and attention to detail, we maintain precise and reliable records.

13. Do you provide remote or on-site services?
We offer flexible options, including remote bookkeeping and on-site support when needed.

14. Can you help with business setup or incorporation?
Yes. We provide guidance on financial setup and can assist in establishing your business structure for optimal bookkeeping.

15. How do you support growing businesses?
We streamline financial processes, provide actionable insights, and ensure compliance—allowing you to focus on expansion and long-term growth.