No. We can handle QuickBooks Online setup during onboarding. If you already use QuickBooks, we will review your file, clean up the structure, and connect the feeds needed for monthly bookkeeping.

Cash basis records income and expenses when money moves. Accrual basis records income when earned and expenses when incurred. We will recommend the right method for your business during onboarding.

Once your bank and credit card feeds are connected, most activity flows in automatically. You may occasionally need to answer a question, upload a receipt, or clarify an unusual transaction.

Yes. Many clients start with Starter or Core and move up as their account count, expense volume, reporting needs, or business complexity grows.

No. Bookkeeping and tax preparation are separate services. Every Good Books plan includes a year-end tax-ready package, which makes tax filing smoother whether you use Good CPA or another tax preparer.

No. Good Books plans include bookkeeping and accounting services only. Report walkthroughs, check-in calls, and all deliverables are provided for your review and approval and do not constitute financial advice, business strategy, or consulting services. If you are interested in financial advisory or CFO-level services, those are available separately under a distinct engagement agreement. Visit our CFO Services page to learn more.