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FAQ

Answering Your Questions

Service Questions:

Handling overdue filings is one of our specialties. We can absolutely work together to get you back on track and take that weight off your shoulders.

The only thing you have to do is email the copy of the notice over to us, and we’ll handle the rest!

Our services can be broken down into three sections: Tax preparation & planning, bookkeeping, and cleanup. Please see our services page for more details.

The beauty of accounting is that it’s the same throughout any industry. This allows us to be able to perform at a high level, regardless of what industry your business is in.

Besides providing a high level of attentiveness, we truly want to see you and your business succeed. We don’t see our clients as just clients, but as business partners, working together to reach our goals.

Tax planning is one of our specialties, and is included in our tax preparation service. To get a better in depth look into how we reduce your taxes owed, please see some of our case studies.

If you’re behind on your tax filings, our catchup-service would be the perfect solution! We’ll work with you to get all the missing tax forms, and get you current on all tax filings. Please see our services page for more detail on what our catchup- service offers.

Yes, leveraging online providers, we offer comprehensive payroll solutions tailored to the needs of small businesses.

We cater to both individuals and businesses seeking accounting and bookkeeping assistance.

Payment & Booking:

First call is always on the house and unlike other firms who charge by the minute, we don’t bill per phone call or email sent to us. Once we begin working together, feel free to ask any questions you may have, without the fear that you’ll see it on your next invoice.

We issue our invoices electronically, and they can be paid by credit or debit card.

Our prices are based on an agreed upon fixed fee price. The fixed price model allows for more frequent communication, without the stress of being billed for it. We encourage you to ask any questions that might pop-up.

Just send an email, and we’ll get in touch with you to set up a meeting.

We offer both retainer-based plans and pay-as-you-go options to suit your needs.

We believe that the value derived from our services outweighs the benefit of any discount or promotion for new clients. That being said, we absolutely appreciate existing clients spreading our name to their friends and family, and to show our gratitude, provide a referral bonus.

The best way to get started is by reaching out! Once we get your message through email or by phone, we can set up a meeting and walk through how we can resolve any issues you’re having.

Documents & Software:

As accountants, we understand the importance of security and confidentiality. All of your records are saved in password encrypted folders that can only be accessed through our firm’s email login, which requires Two-Factor Authentication.

Just send us your prior year tax return, and we’ll send you a list of what we need. If this is your first time filing taxes, have no fear, during our meeting we’ll go over the basics of taxes and what forms you can expect to receive.

We are a cloud-based accounting firm, specializing in QBO and Xero. If you currently use either accounting software, all you have to do is send us an invite (we’ll send you directions) and we’ll be good to go! If your accounting records are currently on paper, we’ll help set up an online account for you, and get all your accounting records imported over.

We sign confidentiality agreements with all our clients, and our team adheres to strict privacy protocols.

Yes, our accounting software is compatible with many popular business tools, and we can explore integrations that streamline your financial processes.

Absolutely! We provide full access to the accounting software we use, enabling you to stay informed about your finances in real-time and make data-driven decisions.

Absolutely! We can set up and customize your accounting software to suit your business requirements.

We work with various reputable accounting software, such as QuickBooks, Xero, and FreshBooks.

Communication:

Our email inbox is monitored daily, and all communications would be answered within 24hrs.

Yes, please see our portfolio page to hear the stories and first hand experiences some of our clients have had.

While we take extra precaution to prevent any errors, we’re all humans and are bound to make mistakes. In the event the error is on our end, all revisions/amendments will be of no charge. If the error originated from the client, we will bill for our time correcting the original tax forms and filing the corresponding amendments.

Yes, we provide after-hours and emergency support for urgent matters related to your accounting needs.

Yes, we will assign a dedicated account manager who will be your primary point of contact.

At the moment, it’s just me handling everything, but my vision for the future involves building a talented team to support the growing demands of the business. Rest assured, you will always receive the same dedicated and personalized attention, even as we grow.

Business Bookkeeping:

Outsourcing bookkeeping can save you time, reduce errors, and provide access to expert financial insights.

Yes, we offer bookkeeping services for businesses of all sizes, from startups to established enterprises.

We can update your financial records as frequently as you prefer, whether it’s daily, weekly, or monthly.

We offer comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow reports.

Yes, we can manage both accounts payable and accounts receivable to optimize cash flow.

Absolutely! We’ll organize your expenses into relevant categories for better financial management.

You can securely upload your business transactions and receipts via our online portal or email.

Yes, our bookkeeping services are tailored to suit the specific requirements of your business.

Yes, we can reconcile your bank and credit card statements to ensure accuracy.

Yes, our bookkeeping services can include payroll processing and management.

Business Accounting:

We offer a range of accounting services, including tax preparation, financial analysis, and business advisory.

Yes, we provide strategic tax planning to optimize your business’s tax liabilities.

Absolutely! We can set up accounting systems and processes tailored to your new business.

Yes, we have expertise in multi-state tax filings to ensure compliance with various tax regulations.

Our team regularly undergoes training and stays abreast of the latest tax laws and regulations.

Yes, we offer financial forecasting and budgeting services to help you plan for the future.

Absolutely! We provide ongoing financial advice and support to help you make informed decisions.

We will require your income statements, expense receipts, relevant tax forms, and other financial records.

Yes, we can represent your business and assist with tax audits when needed.

Simply contact us to schedule a consultation, and we’ll discuss your accounting needs and next steps.

Learn More

Have More Questions?
We Have Answers!

We believe in clear communication and ensuring all your concerns are addressed. Feel free to reach out to us via phone or email, and we’ll be more than happy to answer any questions you may have and help guide you to financial peace of mind.

Personalized Accounting Session
Tracking profit and loss for taxes