Answers to Your Most Common Questions

A bookkeeper records and organizes all your financial transactions — income, expenses, invoices, bills — and keeps your accounts reconciled and accurate monthly. You get clean books, monthly financial reports, and the confidence that your finances are in order for tax time and business decisions.

We combine CPA-level expertise with cloud technology to deliver faster, more accurate, and more affordable services than most local firms. You get a dedicated professional, real-time access to your books 24/7, and proactive advice — not just once-a-year tax prep. Most clients save more on their taxes than our annual fee costs.

Not at all. We're 100% virtual and serve clients across 30+ states. Everything is handled through our secure client portal, video calls, email, and phone. Our cloud-first approach means you get the same quality service whether you're in New York or rural Montana.

You'll be assigned a dedicated bookkeeper who becomes your primary point of contact. They'll learn your business inside-out. Depending on your plan, you may also work with a tax specialist or CFO advisor. You always know who is handling your account — no ticket systems, no anonymity.

Never. We believe in complete price transparency. Your monthly plan price is exactly what you pay — no setup fees, no surprise invoices, no per-transaction charges beyond your plan's limits. If you need additional services, we quote them upfront before doing any work.

Yes. All monthly plans can be cancelled with 30 days notice — no cancellation fees, no questions asked. Annual plans offer a 20% discount and require 30 days notice as well. We're confident you'll stay because of the results we deliver, not because of a contract.

Yes — all plans come with a 30-day free trial. No credit card required to start. At the end of 30 days, if you're not completely satisfied with the quality of our work, you owe nothing. We want you to experience the Lynn Cheney Tax difference risk-free.

Upgrading is easy and seamless. Just let your dedicated bookkeeper know and we'll transition you to the next plan with no interruption to your service. You'll only pay the prorated difference for the current month. We celebrate when our clients grow!

We primarily work with QuickBooks Online and Xero — we're certified ProAdvisors in both. If you're currently using another platform (Wave, FreshBooks, Sage, etc.), we can discuss migration options. We'll set up your account, connect your bank feeds, and configure everything properly from day one.

Absolutely — catch-up and cleanup bookkeeping is one of our most-requested services. We've cleaned up years of disorganized, messy books for hundreds of clients. There's no judgment. We'll give you a clear timeline and fixed price quote for the cleanup, then set up a proper system going forward.

You'll receive your P&L, Balance Sheet, and Cash Flow Statement by the 15th of the following month. For example, your January reports will be ready by February 15th. We guarantee on-time delivery — if we're ever late, your next month is free.

The Growth plan includes payroll for up to 10 employees — covering direct deposit processing, payroll tax calculation and filing (941, 940), state tax compliance, W-2 and 1099 preparation, new hire reporting, and benefits/deductions tracking. The Elite plan covers unlimited employees. Additional employees can be added to the Starter plan as an add-on at $25/employee/month.

Yes. We handle the full spectrum — direct deposit payroll for W-2 employees and year-end 1099-NEC preparation for independent contractors. We also advise on proper worker classification to help you avoid costly IRS misclassification penalties.

Yes. We file federal and state business returns in all 50 states. Many of our clients operate in multiple states and need nexus analysis and multi-state filings — we handle all of it. State income tax returns are included in the Growth and Elite plans. Additional state returns beyond the first two may have a small add-on fee.

Elite plan clients receive full IRS audit representation — we handle all communication with the IRS on your behalf, gather documentation, and defend your return. Growth and Starter clients receive guidance and document preparation support, with the option to upgrade to full representation. Having clean, organized books dramatically reduces your audit risk in the first place.

Yes. We calculate and remind you of all quarterly estimated tax payments (April, June, September, January). We'll ensure you're paying the right amount each quarter to avoid underpayment penalties, while not overpaying and giving the IRS an interest-free loan.

We use bank-grade 256-bit AES encryption for all data at rest and in transit. Our client portal requires two-factor authentication. All team members are background-checked, sign confidentiality agreements, and complete annual security training. We're SOC 2 compliant and use only enterprise-grade, SOC 2 certified software tools.

Never. Your financial data is completely confidential and will never be sold, shared, or disclosed to any third party without your explicit written consent — except where legally required (such as responding to a valid court order). Our privacy policy provides full details of our data handling practices.

Very quickly. After your free consultation call, most clients are fully onboarded within 5 business days. We'll connect your bank accounts, set up QuickBooks, and be ready to start recording transactions. If you need a rush start due to an upcoming tax deadline, let us know — we can often prioritize.

To get started, we typically need: read-only access to your bank and credit card accounts, login to your existing accounting software (if any), your most recent tax return, and any other relevant financial documents. Our onboarding checklist walks you through everything step-by-step — it's designed to take less than 30 minutes of your time.