Frequently Asked Questions

We support a wide range of US business structures including LLCs, S-Corporations, C-Corporations, partnerships and sole proprietorships. We also work with international founders and foreign-owned US businesses who need structured bookkeeping and US tax documentation.

We provide tax preparation support, including organizing documentation, preparing financial statements and coordinating with your CPA. Final tax filing is completed by your CPA or tax professional. We do not act as your CPA unless explicitly stated in your engagement.

We handle the bookkeeping and prepare organized financial records, then hand off clean documentation to your CPA. We are available to answer questions, clarify transactions and provide supporting schedules throughout tax preparation season.

Yes. We offer historical catch-up and cleanup services for businesses with missing or disorganized books. We review prior periods, reconcile accounts, classify transactions and prepare clean financial statements.

Yes. We support international founders managing US-based businesses, including multi-currency bookkeeping, organized US tax documentation and structured handoffs with your CPA. Please note that our services are educational and operational in nature, and do not constitute legal or individualized tax advice.

We work with popular platforms including QuickBooks Online, Xero, Wave, FreshBooks and others. If you use a different platform, let us know during your consultation and we can assess compatibility.

Yes. We treat all financial data with strict confidentiality and use secure platforms for data exchange. We implement appropriate access controls and follow best practices for financial data handling. See our Data Security page for more details.

After your free consultation and engagement setup, we can typically begin onboarding within a few business days. The timeline varies based on the complexity of your current books and the services you select.