Common questions, answered.

Think of it as a ladder rather than four separate products. Bookkeeper covers day-to-day reconciliation and reporting. Filings & Systems adds state and local sales tax filing and systems onboarding. Controller adds the more technical work — revenue recognition, multi-entity consolidation, inventory/COGS, and organized, transferable documentation. CFO adds forecasting, budgeting, and fundraising support. Most clients start at whichever tier matches their current complexity and move up as they grow, without ever switching providers.

BookkeepOrr has the deepest hands-on experience in two areas: venture-backed SaaS on one side, physical-product e-commerce and CPG on the other. Businesses in those categories tend to get the most value from working with BookkeepOrr. That said, the underlying bookkeeping, tax filing, and advisory work applies broadly, so if you're outside those two categories, it's still worth a conversation.

Yes. BookkeepOrr is based in Austin, TX, but the work itself is entirely remote-friendly, and BookkeepOrr can support clients nationwide.

QuickBooks Online, Gusto, Bill.com, Ramp, Avalara, and Stripe, among others. If systems onboarding is part of your engagement, BookkeepOrr will get you set up and running cleanly on whichever of these fit your business.

Ongoing work is billed at a fixed monthly fee, giving you predictable costs without tracking every email or routine request by the hour. One-time projects like books cleanup are quoted as a fixed project fee after a quick assessment, rather than open-ended hourly billing.

The intro call is completely free, with no strings attached. From there, pricing is scoped in ranges by tier — roughly $450–$1,000/mo for Bookkeeper-level work, $1,000–$3,000/mo for Filings & Systems-level, and $3,000–$7,000/mo for Controller-level, with CFO-level work quoted individually. Where you land in a given range depends on transaction volume, entity count, and complexity, which gets confirmed on that call.

No long-term contract. Ongoing monthly engagements run month-to-month, and you can cancel with 30 days' written notice. The engagement letter you'll sign documents the scope, pricing, responsibilities, billing terms, and cancellation provisions, not a commitment period. There's no deposit for ongoing monthly bookkeeping — you're billed for the month as it happens. One-time projects like books cleanup or systems onboarding do require a deposit before work begins, since that's concentrated setup work done up front rather than a recurring service.

You retain access to your financial records and source data at every tier. BookkeepOrr provides the agreed reports and reconciliation support needed for an orderly transition, whether you're moving in-house or to a new provider. Controller-tier clients receive more comprehensive, organized documentation as part of that scope, but basic access isn't limited to any single tier.

BookkeepOrr handles state and local sales tax filings when included in your engagement. Specific states, registrations, and filing requirements are confirmed during scoping. Federal income tax preparation is not currently offered. Instead, BookkeepOrr coordinates with your CPA or tax preparer, responds to information requests, and makes sure your books are ready for filing.

It means your accounts are reconciled, categorized correctly, and documented clearly enough that your CPA can prepare and file your return without having to chase down missing information or fix your books first — which is often where a lot of CPA hours (and fees) actually go.

PBC stands for "prepared by client" — it's the list of documents and schedules your CPA or auditor asks you to provide during tax prep or an audit. Normally that falls on the business owner to track down. BookkeepOrr handles it directly with your CPA instead, so it's off your plate.

That's exactly what the Books Cleanup & Catch-Up service is for. BookkeepOrr will assess the scope, quote a fixed project fee up front, and get everything current before moving to ongoing monthly work, with no open-ended hourly bill while we sort it out.

Yes — a books review or cleanup project doesn't require moving your ongoing bookkeeping over. Some clients start there and decide later whether to move to an ongoing engagement.

Schedule a free intro consult with BookkeepOrr. You'll talk directly with founder Rhett Orr about where your business is today, which tier makes sense, and what a realistic price range looks like — no pressure, no commitment on that first call.