Contact
The form is the faster route unless the deadline is days away. A cleanup question needs a look at the bank statements before anyone can answer it honestly, and the form gets that started. If the date is this week, call: a person answers on weekdays and the first question will be which return and when.
Phone
Serving small businesses in every US state, remotely. Calls may be recorded — see the disclosure.
What happens when you send a request
It reaches us and is passed to your bookkeeper the same day. Someone on their team reads it and replies within one business day, usually to set up a short call: what the business is, how many months are behind, what software if any, how many accounts, whether payroll was run, whether there is a date. After that they ask for read access to the accounts and come back with a written quote: deposit, monthly retainer, and an honest estimate of the timeline. Your details go to one firm, not a list.
What to have ready
None of this is required, but it makes the first conversation much shorter.
- Roughly how many months or years are behind, and what the last clean month was, if any
- What the books are in now: QuickBooks Online, Desktop, a spreadsheet, or nothing
- How many bank, credit card and loan accounts the business uses
- Whether payroll was run, and whether the filings were made
- Any date in view: a tax deadline, an extension date, a loan application, a sale
What can be settled quickly
Whether your bookkeeper works in your software and your state: yes to every current QuickBooks version, yes to starting from nothing, yes to every state. Whether a cleanup is possible by a given date: usually answerable once they have seen the statements. What the first weeks look like: described on the home page and repeated on the call.
What cannot be settled without seeing the accounts is the price. A project quote depends on months, accounts and transaction volume. A number quoted before anyone has looked is either padded for the worst case or wrong, so you will not get one here.
Calls are recorded
You will hear a short announcement before a call connects. It is the recording-consent notice, and it plays on every call whichever state you are calling from. Recordings exist so a conversation about your books is not misremembered later, and for nothing else. If you would rather not be recorded, use the form and the reply comes the same way.
Requests answered within one business day · Calls Mon–Fri, 9am–5pm Eastern
Common questions
Do I need to gather receipts before I send a request?
No. Bank and card statements are the starting point and the firm will say which receipts actually matter once they have seen them. Gathering everything first is the step that keeps people from starting.
Will someone call me straight away?
Within one business day, by email or phone depending on what you asked for. If a deadline is this week, call instead of writing.
Send a request
Tell us how far behind the books are and whether there is a date. Your bookkeeper replies within one business day with a plain answer: what it would take, whether the date is reachable, and what the deposit would be. Requests answered within one business day · Calls Mon–Fri, 9am–5pm Eastern Or call (888) 786-6502 if you would rather talk it through first.