FAQ
Common Questions
Frequently Asked Questions
Honest answers about how we work, what things cost, and what to expect.
No questions match your search. Try a different term, or ask us directly.
General
Do you work remotely?
+
Yes, all of our services are delivered remotely, using encrypted file transfer and visible remote sessions.
Do you work with QuickBooks Desktop?
+
Yes, QuickBooks Desktop is a core focus, alongside QuickBooks Online, Sage 50, and related tools.
Do you provide tax advice?
+
No. We support the software you use to prepare or organize taxes; we do not provide tax, legal, or financial advice. See our Disclaimer page for details.
Is my data kept confidential?
+
Yes. Files move over encrypted connections, only the team member on your project has access, and working copies are deleted after the project closes. See our Data Security & Confidentiality Policy for full details.
Pricing
Can you review my situation before I pay?
+
Yes, we assess feasibility and scope before requesting payment for every service — that's what the free scope review is for.
Do you offer ongoing plans, or only one-time projects?
+
Both. Setup, migration, cleanup, and recovery are one-time projects; bookkeeping is an ongoing monthly service. See our Pricing & Plans section for how they break down.
What happens if the project is more complex than expected?
+
We pause, explain what we found, and get your approval before any change to scope or price. Nothing changes without your sign-off.
What's your refund policy?
+
Refund terms depend on the service and how much work has been completed. Full details are in our Refund & Service Policy.
Process & Timeline
How long does a service usually take?
+
Most standard projects take a few business days; complex recovery or multi-year cleanup can take longer. We give you a timeline estimate before work begins.
What information do you need before starting?
+
It depends on the service — typically a copy of or access to your file, a short description of the issue, and your software version.
Is there post-service support?
+
Most services include a follow-up window after delivery to address questions about the completed work. See our Service Delivery Policy for specifics.
What if I'm not sure which service I need?
+
Book a free consultation. We'll ask a few questions about your situation and point you to the right service, with no obligation to move forward.
Software
Can you recover a corrupted or unopenable file?
+
In most cases, yes. We start with a diagnostic to assess feasibility before quoting a price — if full recovery isn't possible, we'll tell you plainly rather than guess.
Can you migrate my file from another platform?
+
Yes — we regularly migrate businesses from Sage, Xero, Wave, FreshBooks, or older QuickBooks versions, with balances checked before and after.
Do you help with payroll or tax software, not just QuickBooks?
+
Yes. We support payroll software setup, professional tax software configuration, and TurboTax setup and e-file troubleshooting — always on the software side, never as tax advice.
We provide technical and operational support for QuickBooks, Sage, and related software — we do not provide tax, legal, or financial advice unless explicitly stated.