Your Questions, Answered
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Trades businesses are our specialty — plumbers, HVAC contractors, electricians, and general contractors. That said, we do occasionally take on clients outside the trades. If we're not the right fit, we have referral partners we trust and we'll point you in the right direction.
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Yes — for clients in the Portland and Southwest Washington area, we have a local office in Woodland, WA where we're happy to meet in person. Most of our clients work with us remotely, but the option is there if you prefer face-to-face.
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Start with a free consultation. We'll talk through your business, what you need, and whether we're a good fit. No pressure, no sales pitch. If we're the right bookkeeper for you, we'll put together a plan and get to work.
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We don't do fixed packages because every business is different. Pricing is based on the scope of what you need — transaction volume, number of accounts, services like payroll or job costing, and how caught up your books are. Start with a free consultation and we'll give you a straight answer on cost.
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Most bookkeepers have never set foot on a job site. One of our founders spent 15 years in the plumbing industry — so we understand how trades businesses actually operate, not just how to categorize transactions. That industry knowledge, combined with our financial systems expertise, is what sets us apart.
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That's more common than you'd think — and it's not a problem. We offer catch-up and clean-up bookkeeping to get your QuickBooks back on track, however far behind you are. Once things are caught up, we'll keep them that way going forward.
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Yes — and we work well alongside them. A bookkeeper keeps your books clean and current all year long. A CPA handles tax strategy and filing. We coordinate directly with your CPA at year-end so the handoff is smooth and nothing gets missed.