Questions
The things you'd ask if we were sitting across from you.
Straight answers. If something is not here, ask it on the call — that is what the call is for.
The Two-Day Guarantee— Your first month back in two days, or the next month is free.
What does the free month actually include?
Your most recent month of books, done in full. Every transaction categorized, a P&L and balance sheet, job-level visibility, and a one-page plain-English summary. A US CPA reviews and signs it before it reaches you. It is the same work our paying clients get — not a sample, not a preview.
What is the two-day guarantee?
We deliver your first month within two business days of getting access to your accounts. If we miss that, your next month is free. Not a discount off the next month — free.
Do I need to give you a card?
No. There is no card, no contract and no auto-enrolment. When the free month is done you look at the work and decide. If the answer is no, you keep the work and we stop.
What access do you need, and can you move my money?
Read-only access to your bank, card and accounting software. Read-only means exactly that — we can see transactions and we cannot move a dollar. If your bank supports a dedicated accountant login, we use that.
Who reviews the work?
A US CPA reviews and signs off on every set of books before it reaches you. That review is not a spot check on a sample; it applies to every file, every month.
I am months behind. Is that a problem?
It is the most common situation we start from and it is not a problem. Catch-up work gets sequenced deliberately, and if you have a bank or bond deadline, tell us on the call and we work backwards from it.
I already have a bookkeeper.
Then the free month costs you nothing to compare. Do last month twice — once by them, once by us — and look at both. If ours is not clearly better, keep what you have.
Do you do my taxes?
We do the bookkeeping and hand your CPA a clean, closed set of books. Most owners find that is where the pain actually was: tax prep stops being a two-week scramble and becomes one email.
Cash basis or accrual?
Cash basis by default, because it matches how most contractors actually think about money. If accrual makes sense for your situation — bonding, financing, a larger commercial book — we discuss it after onboarding.
What does it cost?
Every engagement is scoped to the business, so pricing comes after the free month and the call, when we both know what is actually involved. Nobody quotes you a number before they have seen your books, and nobody should.
What software do I need?
QuickBooks and Xero are straightforward. Spreadsheets, paper, or a shoebox are also fine — migrating people onto proper books is normal work, not an obstacle.
How do I talk to you?
Everything runs through scheduled calls, so you are never on hold and never chasing someone. Book a time and you get a real conversation at that time.
Still deciding? Let us do a month.
It costs you nothing and takes thirty minutes of your time. American Dream Bookkeepers does the rest.