Trust & security

Your books are your business. Here's how we protect them.

What we access, what we never store, and what you can see before you sign.

View-only access to your bank wherever it's offered.
Multi-factor sign-in on every account we use.
Nothing sensitive in AI tools. Social Security numbers, full account numbers and passwords stay out.
Signed engagement letter before any work starts.
Errors & omissions insurance [carrier to confirm].
Your file goes with you if you ever leave.

Before you sign

Proof you can check

Seven Intuit certifications, held by every bookkeeper.

Exactly what you'll get each month.

[Google reviews, added once clients post them]