Answers to what we hear most

We bring 20+ years of combined bookkeeping experience working with small business owners across industries. If you're running a business and juggling the books yourself, we've likely handled something similar.

We work with small business owners across a wide range of industries — from car mechanics and HVAC companies to gift shops and restaurants. If you're a busy owner who needs your books handled by someone who explains things clearly, that's who we built Cornerstone for.

Beyond monthly bookkeeping, A/R, A/P, and budgeting, our Executive Suite tier also covers day-to-day operations — calendar and travel coordination and expense report management for owners who need more than books handled.

Yes. We help you track income and expenses together, so you always know what's coming in, what's going out, and what you can safely invest or pay yourself.

We primarily use a flat monthly rate scaled to your business volume, so you always know what to expect. Some clients start hourly while we scope out their books.

You'll work directly with me, Camille, for day-to-day communication, updates, and questions — I'm your main point of contact from the first call onward. My husband and partner, Will Greene, who holds a degree in Business Management, reviews the technical work behind your books, so you get a responsive relationship on the front end and seasoned expertise on the back end.

I stay current through ongoing continuing education and training on federal, state, and local tax law changes, so your books stay compliant as the rules shift.

I typically recommend QuickBooks Online or Xero for most small business owners — both are flexible, integrate with common tools, and scale easily as your business grows.

We diagnose your current books, clean up and rebuild what's broken, then maintain and optimize with real-time reporting — so your finances stay clear and current.

We follow GAAP and keep clean, audit-ready books year-round, with organized documentation for every transaction — so nothing catches you off guard later.

Yes. We use secure online portals for document sharing, e-signatures, and file storage, so you can send what we need without digging through email.

We restrict access to sensitive client information, use secure channels for sharing documents, and follow strict password, encryption, and access-control practices.

Yes, we're insured for the protection and peace of mind of every small business owner we support.

We're accountants/bookkeepers, not CPAs — but we go beyond bookkeeping to handle quarterly taxes and provide EA-level support, bringing in a CPA only for complex filings.

Yes. We can prepare and furnish the financial documents you need for credit or funding applications, making sure your books present your business in the best light.

Our approach is proactive — setting clear financial goals with you, then checking in regularly as your business grows.