Expierence and ExpertiseAbout Us
Founder & CEO
Our founder brings nearly two decades of deep financial and accounting expertise to your business, with experience that spans from working with leading global organizations to hands-on roles in dynamic startups. What sets us apart is the ability to offer the same level of sophisticated financial management typically reserved for large companies, but tailored specifically for your small to mid-sized business. With a Certified Public Accountant (CPA) designation and completion of all levels of the Chartered Financial Analyst (CFA) program, our founder combines technical proficiency with strategic insight. She has led finance teams, implemented robust financial systems, and navigated complex accounting challenges, all while driving growth and efficiency. This experience means we can bring advanced financial practices—like revenue optimization, cost management, and strategic forecasting—into your business, ensuring you’re not just keeping the books but also planning for the future. Unlike many bookkeeping services that simply manage day-to-day transactions, we leverage our extensive background in startup environments to help you scale your business effectively. Whether you’re setting up a new venture, looking to improve your financial controls, or need guidance on how to prepare for future growth, we offer a level of service that goes beyond basic bookkeeping. Our founder’s hands-on experience with small businesses means we understand the unique challenges you face. We don’t just manage your finances; we partner with you to build a strong financial foundation, providing insights and strategies that can help your business thrive. With us, you’re getting more than just a bookkeeper—you’re getting a seasoned financial partner committed to your success.Ramandeep Shergill
Frequently Asked Questions
Our pricing is based on a flat monthly fee that is customized according to the number of transactions processed and the number of accounts that need to be reconciled each month.
A transaction includes any financial activity, such as deposits, withdrawals, invoices, bill payments, and transfers. Each of these counts as a single transaction.
Accounts to be reconciled include bank accounts, credit card accounts, and other financial accounts that require regular reconciliation to ensure your records match your bank statements.
You can estimate the number of transactions by looking at your monthly activity, such as the number of sales, expenses, and other financial operations. The accounts needing reconciliation typically include your primary business bank account, credit cards, and any other financial accounts.
Yes, our service is flexible. If your transaction volume or the number of accounts changes, your pricing can be adjusted accordingly. Just let us know, and we’ll update your plan.
Our pricing is straightforward with no hidden fees. However, if you have special requirements outside of standard bookkeeping services, such as forensic accounting or tax preparation, there may be additional charges.
Billing is done monthly, based on the agreed-upon flat rate tailored to your transaction volume and the number of accounts.
Contact us for a consultation. We’ll assess your bookkeeping needs, discuss your transaction volume, the number of accounts, and provide you with a customized pricing quote.
Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant. Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.
You can also book a call with your bookkeeper (or send them a message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.