We use bank-grade 256-bit encryption for all data in transit and at rest. Our storage and automation tools run on locally hosted, secured, encrypted infrastructure, and we partner exclusively with SOC 2-compliant SaaS platforms. Your financial data is never shared with third parties without your explicit written consent.
Do you work with my CPA?
Absolutely. We collaborate directly with your CPA during tax season and beyond — providing clean books, reconciliations, and any reports they need. Think of us as an extension of your existing financial team, not a replacement for it.
Will you handle the transition from my current bookkeeper?
Yes. We manage the full migration — pulling historical data, setting up your chart of accounts, reconciling opening balances, and getting your books current. The goal is zero disruption to your business during the handoff.
Are you US-based?
Yes — our entire team is based in Houston, Texas. You will always work with US-based bookkeepers who understand American tax code, payroll regulations, and business compliance requirements.