Services built around your business

Every engagement is quoted individually, because no two businesses need the same level of support. After a short conversation about your volume, tools, and goals, we provide a tailored flat-rate quote — no hourly surprises, and you can scale services up or down as your needs change. Request a quote and we'll respond within one business day.

We begin with a brief discovery call to understand your business, then review the current state of your books. If catch-up or clean-up work is needed, we handle that first so you start from a clean baseline. Most clients are fully onboarded within one to two weeks.

Yes. We regularly take over books mid-year and migrate clients between platforms. As certified advisors for QuickBooks, Xero, and Zoho, we can either work in your existing system or recommend and manage a migration if a different platform would serve you better.

We prepare both. Alongside small business returns, we handle individual (personal) returns — including for business owners whose personal filing depends on how the business year closed. Keeping both with one preparer means the figures that flow from your business to your personal return are consistent, and you are not coordinating between two firms at the busiest time of year. We also prepare individual returns for people who are not bookkeeping clients.

No. Individual returns are handled entirely remotely, and no in-person appointment is required at any stage. We prefer to collect everything electronically through our secure client portal, because it is faster and nothing can go missing in the post. That said, we understand not everyone wants to work that way — if you would rather send paper forms and statements, we will process hard copies just the same. Call or text us first so we know to watch for them.

A straightforward return — W-2 income, standard deduction, common credits — is usually prepared and back to you for review within five to seven business days. Returns with itemized deductions, investment or rental income, multiple states, or self-employment income typically take seven to twelve. Those timings start from the point we have a complete set of documents, not from your first message, so a single missing form is the usual reason a return takes longer than expected. If you come to us close to a filing deadline we will tell you honestly whether it can be filed in time or whether an extension makes more sense — and note that an extension moves the filing date, not the payment date.

Honestly? Nothing you couldn't do yourself — the same way you could cut your own hair. The real question is whether you should. A professional bookkeeper brings three things that are hard to replicate: time (the hours you spend reconciling are hours not spent selling), accuracy (we catch miscategorized expenses, duplicate charges, and missed deductions that quietly cost you money), and perspective (clean books reveal trends — shrinking margins, creeping costs — while there's still time to act). Most owners who hand off their books tell us the same thing: they wish they'd done it sooner.

Modern platforms like QuickBooks, Xero, and Zoho Books do the heavy lifting that used to fill shoeboxes: they pull transactions straight from your bank, match receipts automatically, invoice your customers, and keep everything in one searchable place. The result is fewer errors, faster month-end closes, and reports you can pull on demand instead of waiting for tax season. The catch is that software is only as good as its setup and upkeep — a misconfigured chart of accounts produces very tidy-looking wrong numbers. That's where we come in: we set the system up correctly, keep it maintained, and make sure the automation works for you rather than against you.

Yes — that's one of the best parts of cloud-based bookkeeping. Your books live in your accounting platform, not on our hard drive, so you can log in any time from your laptop or phone and see the same numbers we see. Bank feeds sync transactions daily, and we keep everything reconciled on a regular schedule, so what you're looking at is current — not a snapshot from three months ago. You own your data and your account; we're simply the ones keeping it accurate.

Yes — with one clarification. We don't teach bookkeeping as a discipline, but we absolutely teach you and your team how to use your bookkeeping systems. Whether it's running reports in QuickBooks, sending invoices from Xero, or navigating Zoho Books, we'll walk you through the parts of the platform you need day to day, so the software works for you instead of intimidating you. Think of it this way: we handle the accounting; we make sure you're comfortable with the tools.

They're a great start, but they only tell part of the story. Shopify, Amazon, Square, and similar platforms report what happened inside their own walls — sales, refunds, and their own fees. What they can't see is everything else: payroll, rent, insurance, software subscriptions, loan payments, inventory purchased elsewhere, and how it all rolls up into actual profit. Real financial reports reconcile every channel against your bank accounts and expenses in one place — that's how you learn not just what you sold, but what you kept. If you sell across multiple channels, consolidated books aren't a luxury; they're the only way to see the whole picture.

We are a Zoho Finance Advisor, Xero Advisor, and QuickBooks ProAdvisor, and we process payroll through Gusto and SurePayroll as certified partners. If you use something else, ask — chances are we've worked with it.

Yes — all work is performed by our US-based team. Your books are never outsourced overseas, and you communicate directly with the people doing the work, led personally by Leigh Ann Smith.

Nuumeric is insured and bondable, and a Certificate of Insurance (COI) is available upon request. We work inside your accounting platforms using bank-level encrypted connections and least-privilege access, and we never store your credentials in plain text.

We serve a wide range of industries, including medical and professional practices, wholesale distributors, auto repair shops, restaurants, B2B service companies, and online retailers. If your industry isn't listed, reach out — our processes adapt to almost any small or mid-sized business.

As often as you'd like. Most clients receive monthly financial reports with a summary of what changed and why, and you can call or text 1 (936) 337-5446 any time a question comes up — you'll reach a real person, not a ticket queue.