FAQ
Questions, answered
Everything a small business owner usually wants to know before handing off the books. Don’t see your question? Just ask on a discovery call.
One monthly fee covers your whole financial back office: weekly bookkeeping, monthly close and reporting, quarterly tax estimates, annual business and owner tax filing, year-round tax planning, payroll oversight, entity compliance, and small business advisory.
Yes. Handled! works with small business owner-operators in any industry doing over $100,000 in revenue. No niche — if you sign the checks and run the show, it’s built for you.
No. We work in QuickBooks and the tools you already use. If a change would genuinely help, we’ll walk you through it during onboarding — never forced.
Your choice. Handled! can be your complete all-in-one solution, or we can work alongside a tax accountant you’d like to keep. You decide exactly what to hand off.
That’s common, and it’s no problem. We offer catch-up and cleanup as a tailored add-on to get you fully current before your monthly cadence begins.
Pricing is based on your business’s complexity, industry, and needs — starting at $900/month. Your exact fee is confirmed and agreed before we start working, so there are never any surprises.
No. Handled! is month-to-month with no lock-in, you can cancel anytime, and your first month is backed by a money-back guarantee.
About 30 days. We spend your first week on discovery, the next couple of weeks building a clean foundation, and by day 30 your monthly cadence is live.
One point of contact — a seasoned finance professional who knows your account by name. No call centers, no handoffs.
Yes. We use secure, industry-standard systems and tightly controlled access to keep your financial data protected at every step.
Still have questions?
Book a free discovery call — no pressure, no obligation. We’ll answer everything and show you what handing it off looks like.