Frequently Asked Questions

We will discuss your business and recommend services that fit your needs and goals.

Yes. We will discuss your needs, answer your questions, and explain how we can help. The initial consultation is complimentary.

Our pricing is based on your business’s needs, the scope of services, and the complexity of your financial records. After an initial consultation, we provide a personalized proposal outlining services and fees so you know what to expect before we begin.

Typically, financial statements, bank records, and accounting software access. We will provide a personalized checklist.

Yes. We offer cleanup and catch-up services to bring your books current and organized.

Yes. We will review your existing records, arrange the necessary access, and guide you through each step of the transition.

We will confirm your start date based on your needs, and receipt of the required information.

We offer both remote and in-person services to support your business.

We work with QuickBooks .

We will review your software and confirm whether we can support it.

We will update your books according to the schedule outlined in your service agreement.

Your account will be with a designated team member who you will contact via telephone or email, whichever you prefer.

Review meetings are scheduled based on your individual business needs.

We will discuss this once we establish your business’ needs.

We do prepare business tax returns, however if you are currently working with someone we will gladly coordinate with them by providing organized records and answering any questions.

Accurate bookkeeping keeps your income and expenses organized, giving your tax preparer reliable information and reducing last-minute cleanup.

Click here to see IRS standards https://www.irs.gov/businesses/small-businesses-self-employed/why-should-i-keep-records

The mere process of timely bookkeeping/accounting will ensure accurate reports at year-end.

The mere process of timely bookkeeping/accounting will ensure accurate reports at year-end.

Yes. We can organize vendor payment records for reporting.

Contact us and your tax preparer to review the error and determine the appropriate next steps.

Yes. We pride ourselves on the ability to turn a mess into a clean set of books.

Reports will be tailored to your business’ needs

Profit differs from cash. Let’s book a free consultation to discuss.

We will review cash coming in and going out to help you anticipate needs and plan ahead.

Yes. We will help you plan for everyday expenses, larger purchases, and future growth with a budget that reflects your priorities and available resources.

We will help you track related revenue and costs by project or client so you can better understand profitability

Use dedicated business accounts and clearly document personal payments, owner contributions, and withdrawals.

We help track outstanding balances and due dates to support timely collections and payments.

Yes. We help organize financial statements and supporting records requested by your lender.