To the Desk:
I used to dread the 15th of every month. Now a one page report shows up on the 10th and I read it with coffee. That is the whole review.
Five stars. M.T., owner of a bakery
Section F · Letters
Letters to the Editor
Nine letters from owners whose books we keep, printed as they came in. Below them, our corrections and clarifications: the questions people ask before they switch.
The letters
Sample reviews4.9Average of 9 letters
8Five star letters
1Four star letter
0Letters we left out
These are placeholder reviews written for the demo. A live site prints real ones, with permission, by initials.
To the Desk:
Three years behind and embarrassed about it. Nobody made me feel bad. They asked for bank logins and a list of what I remembered, and five weeks later it was done.
Five stars. J.R., general contractor
To the Desk:
The forecast caught a cash gap in August before it happened. We moved one supplier payment and never touched the credit line.
Five stars. A.K., online shop owner
To the Desk:
Got a scary letter from the state on a Friday. Arturo called me back before lunch, explained it in two sentences and handled the reply.
Five stars. S.L., physical therapy practice
To the Desk:
Payroll for my first two hires took one week and one phone call. I did not learn a single acronym, which was the goal.
Five stars. D.P., coffee cart owner
To the Desk:
Honest about what they do not do. They sent our international piece to another firm and kept the rest. I trust them more for it.
Five stars. R.N., design studio
To the Desk:
The job costing showed us bathrooms were losing money. We stopped bidding on them and had our best year.
Five stars. K.O., remodeling company
To the Desk:
The October meeting was the most useful hour I spent on the business all year. Clear memo, no jargon, no pressure.
Five stars. E.W., consulting firm
To the Desk:
Great work, fair price. Tax season gets busy and one reply took two days instead of one. They owned it and called to apologise.
Four stars. C.B., salon owner
Corrections and clarifications
Do you work with my accounting software?
Almost certainly. Tell us what you use on the first call. Most of the popular cloud apps are fine, and if yours is an old desktop program we can move you or work inside it for a while.
How fast do you reply?
Within one business day, every time. Most replies come the same day, usually in about three hours, from the person who does your books.
Can you fix past years?
Yes. The catch up desk rebuilds books from bank statements, one month or several years back, then files any missing returns in order. It is priced as a one time fee per month behind.
Do you represent clients in an audit?
We answer notices and letters for clients at no charge. If a notice turns into a full audit, our enrolled agent can represent you, quoted separately. For complex cases we bring in a specialist and tell you why.
Is there a minimum size?
No minimum revenue. Our smallest monthly base fee is $350, for under 75 transactions a month. If that is more than your books need, we will say so and suggest a simpler setup.
Can I switch to you in the middle of the year?
Yes, and it is common. We pick up from your last clean month, rebuild anything missing and handle the handover with your old firm. You do not need to wait for January.
How do I send you documents?
Through a secure upload link and a receipt app on your phone. Please do not email statements. Paper is welcome too: drop it at the office on University Avenue and we scan it.
Is it a fixed fee or hourly?
Fixed. You get one monthly fee and a fixed price for each return, quoted in writing after a 20 minute call. Phone calls and emails are included. If your scope changes, we tell you before the fee does.