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Typically we'll ask for access to your bank and credit card statements, any existing bookkeeping files (QuickBooks, spreadsheets), prior-year tax returns, and a list of your regular income sources and expenses. We'll send a simple checklist through your secure client portal.

Bookkeeping is the day-to-day recording of transactions — keeping everything organized and up to date. Accounting builds on that: preparing reports, analyzing the numbers, and getting you ready for tax season and smart decisions. We do both.

Most clients receive monthly reports (profit & loss, balance sheet, and a plain-English summary). Higher-tier plans include more frequent reporting and advisory calls. You'll always know where your business stands.

Absolutely — cleanup is one of our specialties. We'll assess the current state, give you a clear scope, and get everything reconciled and accurate before moving into ongoing bookkeeping. No judgment, ever.

Yes. We manage tax preparation and planning so filing season isn't a scramble. With well-kept books all year, taxes become the easy part.

Invoices are sent through your secure client portal and can be paid securely online. For service packages you can also pay via PayPal on each service page. Questions about a charge? Just reach out.

Always. Confidentiality is part of the Oh! Standard. Your information is handled securely and never shared. That trust is the foundation of everything we do.