Do you compete with CPAs or replace tax work?
No. We don’t touch tax prep or advisory—we only clean QuickBooks files. Our role is to protect your work, not replace it.
How does the referral payout work?
When you send us a client who books a cleanup, you receive a fixed cash payout. Simple, transparent, and always paid after project start.
What if my client doesn’t involve me directly?
That’s fine. We’ll complete the cleanup and return a reconciled file. You’ll know exactly what changed when you prepare their taxes.
How do I know the cleanup is accurate?
Every account is reconciled, balances verified, and reports tested against reality. We hand back an audit-ready file you can rely on without rework.
What about scope creep?
Our cleanups are fixed-scope and fixed-quote. If additional issues surface, we discuss them with you and the client before proceeding—no surprise hours.
Do you offer monthly bookkeeping?
No. Our focus is on cleanups and foundations. Once the books are clean, they remain with you or your chosen bookkeeper for ongoing work.
How do you handle prior years?
We fix as far back as necessary for accuracy and tax alignment. The exact scope is agreed during the diagnostic review.
Is client data secure?
Yes. We use secure access, back up before changes, and document material adjustments. You and your client retain full ownership of the data.
How fast can you complete a cleanup?
Depends on file size and complexity. Some finish in days, others in weeks. After the diagnostic, you’ll receive a clear timeline.
Why not just do this cleanup myself?
You could—but it eats hours you can’t bill at your full rate. We specialize in cleanup so you can focus on higher-value tax strategy and advisory.
