Frequently asked questions

Are you a CPA firm?
No. Harborline provides bookkeeping and financial reporting. We don't prepare tax returns or give tax advice; we deliver clean, CPA-ready books to your tax preparer.

What software do you use?
Primarily QuickBooks Online.

I'm months behind. Can you help?
Yes. We start with a catch-up and cleanup project, then move you to monthly service.

How much does it cost?
Most clients are on a flat monthly fee based on volume and complexity. You'll get a written quote after a free consultation.

Do I need to meet in person?
No. Most work is remote through secure access, and in-person meetings in Orange County are available.

Do you process payroll?
We coordinate with your payroll provider and record payroll correctly in your books.

How is my data kept secure?
We use secure document sharing and accountant access in your software, never shared passwords.

How do I get started?
Book a free consultation below.