How does the onboarding process work?
After our initial meeting, if you decide to move forward and sign the engagement letter, we will provide a customized information request list through our secure client portal. The portal is designed to be simple and easy to use, allowing you to upload documents, track requests, and communicate with our team in one convenient place.
How often will we communicate?
We believe communication is an important part of a successful relationship. We do not charge separately for routine questions related to your bookkeeping or tax services. Feel free to reach out whenever you have questions, and we will typically respond within three business days.
Who do you typically work with?
We primarily work with small business owners, with serving clients in real estate, construction, contractor, restaurant, and professional services. We also work with a variety of other businesses and will evaluate your specific needs to determine how we can best support your bookkeeping, tax compliance, and tax planning goals.
Do I need bookkeeping if my business is small or just starting?
Yes. Starting with proper bookkeeping from the beginning can save you significant time, money, and stress as your business grows. Instead of spending valuable time managing records and researching accounting issues, you can focus on running your business while we help keep your financial information organized and provide guidance when you need it.
When should I start tax planning?
The best time to start tax planning is now — not when your tax return is due. We proactively review your situation throughout the year and communicate potential opportunities based on your business and financial goals. If you become our bookkeeping or tax client, we can also review prior tax returns to identify whether any missed planning opportunities may exist.
How much do your services cost?
Our service fees depend on the complexity of your business, the level of support needed, and the scope of work involved. Please visit our Services page for a general overview of our pricing and starting fees. To provide an accurate quote, we typically review your financial information, current bookkeeping setup, and prior tax returns to better understand your needs. We are happy to discuss your budget and the fees you have previously paid for similar services so we can determine whether our services are a good fit for your needs and expectations.