Questions
Do you need my bank passwords?
No. You connect your own accounts through a secure, read-only link. We never see, ask for or store your banking passwords, and the connection cannot move money.
What do I get each month?
Your transactions categorized, your accounts reconciled, and a one-page monthly report in plain language, with anything that needs your attention flagged.
Is there a long-term contract?
No. Either of us can end the arrangement with 30 days' written notice, and you get a complete copy of your records.
Do you prepare tax returns?
Tax preparation is not part of our packages. We keep your books ready for your tax preparer and can send them everything they need.