Frequently Asked Questions
Services & Approach
What bookkeeping services do you offer Maryland businesses?
We handle everything from daily transaction recording and bank reconciliation to monthly financial statements and tax preparation. Our team also provides accounts payable/receivable management, payroll processing, and CFO-level financial planning.
Can you work with my existing accounting software?
Yes, we work with QuickBooks Online, QuickBooks Desktop, Vista by Viewpoint, JobTread, and most major platforms. If you don’t have software yet, we’ll help you pick and set up the right one.
Do you serve businesses outside Maryland?
We work with clients across the Mid-Atlantic and throughout the country using secure cloud technology. It doesn’t matter where you’re located—you’ll get the same quality service whether you’re in Baltimore or out of state.
How do you handle confidential financial information?
Your data is protected with encryption that’s as good as what banks use, and my team keeps everything super confidential. Plus, I’ve got professional liability insurance, and we use strong passwords for all client accounts.
Process & Getting Started
How long does it take to get started?
Most businesses are up and running within two to three weeks. We’ll schedule a consultation, look at your current setup, get secure access, and then move your bookkeeping over to our team.
What do you need from us to begin?
To get started, we’ll need read-only bank access, your accounting file (if you have one), recent statements, and some basic info about your business. Our team will walk you through it, so it’s super simple.
Can you clean up past bookkeeping mistakes?
Yes, we fix errors and messy accounts all the time. We’ll review what went wrong, create a plan to fix it, and get you back on track.
Will we have one dedicated bookkeeper?
You’ll work with a main team that knows your business well. This means you get steady service and someone’s always available when you need help.
Pricing & Value
What does bookkeeping cost for a small business?
Our custom plans start at $500 a month, and the price goes up depending on how much you do and what you need. Most clients end up saving between 30-70% compared to hiring someone full-time with benefits.
Are there setup fees or long-term contracts?
No setup fees, and we work month-to-month so you’re never locked in. We earn your business every month by doing great work.
Do you charge extra for phone calls or email support?
Your monthly plan includes normal communication—we want you to reach out when you need us. Only work outside what we agreed on, like special projects or fixing old books, would cost extra.
Quality & Expertise
What makes your team qualified to handle our books?
Our founder Sherry Maule brings 30+ years of accounting and CFO experience, and our team includes Certified QuickBooks ProAdvisors and specialists in construction and non-profit accounting. We mix credentials with real-world business know-how.
How do you prevent errors in our financial records?
We check everything multiple times—automated checks catch issues, then senior staff review the work before anything goes out. Accuracy is built into every step we take.
What happens if we're not satisfied with the service?
We’ll work with you to fix any problems right away. If it’s not working out, you can cancel with 30 days’ notice—no penalties or hard feelings.
Can you help with Maryland-specific tax requirements?
Yes, we’re familiar with Maryland state tax rules, local taxes, and industry-specific regulations. We’ll make sure you stay compliant with state and local requirements while keeping everything organized.
