Frequently Asked Questions

The accounting and bookkeeping services are designed to meet the unique needs of your business. Here's how they work:

• Initial Consultation - We start with a free initial consultation to understand your business, its financial pain points, and identify potential solutions.
  

• Customized Implementation Plan - Based on our initial discussion, we develop an implementation plan that addresses your pain points and fits into your budget.
  

• Software Implementation - We'll set up your financial infrastructure, including the accounting, payroll and other integrations needed to perform the ongoing accounting and bookkeeping tasks.
  

• Ongoing Financial Operations - We'll provide ongoing accounting and bookkeeping support to ensure your financials are accurate and up-to-date. This includes daily or weekly transaction import, monthly account reconciliations, and other tasks.
  

• Periodic Financial Reporting - Whether its weekly flash reporting, monthly financials, or the year-end tax package, we'll provide periodic reporting  so that you always have reliable financial information available.
  

• Growth & Scalability - As your business grows, our services can be scaled to accommodate new challenges and opportunities, ensuring financial management at every stage of your business growth.
  

Our goal is to make your accounting and bookkeeping as efficient and hassle-free as possible, allowing you to focus on growing your business.

We work exclusively with QuickBooks Online. If you're not already using QuickBooks Online, we'll setup a subscription for your business before beginning the accounting & bookkeeping services.

Yes, however accrual method accounting may or may not be right for your business. Accrual method can provide more useful financial reporting but it comes with increased costs due to the additional effort required. There are tax considerations as well. Additional discussion is needed to assess the relative disadvantages and advantages of accrual versus cash method accounting.

"Tax-ready" refers to the level of quality that we aim for through our accounting and bookkeeping services.

Yes, we offer personal tax services in addition to business tax services.

Personal tax filings start at $800/yr. This includes filing both your federal and resident state tax returns.

Additional fees apply if you own a business or rental property, file in more than one state, or have other complexities.

We'll prepare and file your personal tax returns, including:

• Federal individual income tax return (Form 1040)
  

• State individual income tax return(s), as needed
  

• Federal and state extensions, as needed
  

• Quarterly estimated tax payment schedule, as needed
  

Additionally, we'll provide up to 1 hour of tax "help-desk" support:

• Responses to "quick questions"
  

• Tax agency letter review & response guidance
  

• Tax strategy implementation guidance
  

Yes, in addition to filing last year's returns, we can help you plan for the current or future tax year.

Tax planning services include:

• Tax planning meeting
  

• Tax projections
  

• Tax strategy assessment