Once you sign up for bookkeeping services, you will be added to your custom client portal. You will provide us access to either Quickbooks or Wave. We will request any bank/credit card statements needed from you for reconciliation. You will receive your personal budget tracker for our onboarding appt. Lastly, you will schedule a time to meet for an hour to get acclimated with with each other, establish goals, and answer any questions you may have.

If your books are incomplete or inaccurate, you may need a cleanup first. The questionnaire helps Grady Tax Plus determine whether the books need to be corrected before ongoing monthly service begins.

Start with Your Business Finance Tracker for $37. It is designed for service providers with limited transactions who need a straightforward system to track income, expenses, and profit until they are ready for a higher level of support. Here's the link.

Yes. New monthly clients receive personal budgeting assistance, and the Advanced plan includes an assessment of paying yourself. The goal is to connect your personal needs with what the business can sustainably support.

No. No ethical tax professional can guarantee a refund. Accurate bookkeeping can improve tax planning and make it easier to identify legitimate deductions and tax exposure, but the final tax outcome depends on your full tax situation.

No. Grady Tax Plus primarily serves Social Workers and Therapists and also works with Coaches, Consultants, Content Creators, and other service-based business owners. We have also worked with Travel Agents, Plumbers, and Realtors however we take on other industries on a case-by-case basis.