FAQ Section
What services do you offer?
We offer bookkeeping, tax preparation, IRS representation, payroll processing, business formation, and notary services.
How can accounting help me?
Accounting helps you stay organized, manage finances, and focus on growing your business with confidence.
What are the fees?
Our fees vary depending on the type and complexity of the service you need. For example, tax preparation, bookkeeping, and payroll support are priced based on the size of your business and the level of detail required. During your initial consultation, we’ll provide a clear estimate upfront so there are no surprises. We believe in transparent, fair pricing that reflects the value of the services we provide
How do I get started?
Contact us to schedule a consultation and discuss your accounting needs.
What type of Bookkeeping service do you offer?
We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors, giving us the expertise to manage and optimize your bookkeeping with confidence. Our services are provided 100% remotely for your convenience, allowing us to support clients no matter where they’re located. We utilize secure, cloud-based software for easy document uploads and transfers, ensuring your financial information is both safe and accessible. Whether you need ongoing bookkeeping, a one-time clean-up, or QuickBooks setup and support, we tailor our services to fit your business needs.
How does monthly Bookkeeping work?
Each month, we analyze and record all of your business transactions in QuickBooks Online to ensure your books are accurate and up to date. From there, we compile key financial reports—such as your Profit & Loss Statement and Balance Sheet—so you always have a clear picture of your business’s financial health. This ongoing process helps you stay organized, make informed decisions, and be prepared for tax time year-round.
What if I need a more frequent schedule for Bookkeeping?
We understand that every business has unique needs. If monthly bookkeeping isn’t enough, we can provide services on a bi-weekly or even weekly basis. This ensures your records are always current and gives you more frequent financial insights to guide daily decision-making. During your consultation, we’ll discuss your workflow and design a bookkeeping schedule that fits your business best.
When will I receive my monthly financial reports?
Your monthly financial reports are typically delivered by the 15th of each month, depending on whether your bank statements and other documents are provided to us in a timely manner. Once received, we compile your Profit & Loss Statement, Balance Sheet, and other key reports so you have accurate, up-to-date information to make informed business decisions.
What if my books are behind schedule or need a clean-up?
Don’t worry—we can help clean up messy transactions and correct inaccurate records from your past. Every situation is unique, so we’ll discuss the details with you to determine the best approach and get your books back on track quickly and accurately.
What if I need Tax Preparation?
We have an Enrolled Agent (EA) on staff to handle all of your tax preparation, consulting, and strategy needs for your business. Our EA can help ensure your taxes are accurate, compliant, and optimized for deductions and credits—giving you peace of mind and saving you time.
What is an Enrolled Agent?
An Enrolled Agent (EA) is a federally licensed tax professional authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. EAs specialize in taxation, stay up-to-date with the latest tax laws, and can provide expert guidance for individuals, small businesses, and complex tax situations. They are similar to CPAs in terms of IRS representation, but their focus is exclusively on tax matters.
Your Partner in Tax, Books, and Business Growth!
