Frequently Asked Questions
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General Questions
We offer comprehensive accounting and bookkeeping services including bookkeeping, tax preparation, payroll services, financial consulting, business consulting, and HR consulting. Our services are designed to meet the needs of businesses of all sizes across the United States, Canada, Europe, and Australia.
Getting started is easy! Simply contact us through our website or call us directly. We'll schedule a free consultation to understand your needs and recommend the best service package for your business. Our onboarding process is streamlined to get you up and running quickly.
We serve businesses across various industries including retail, technology, healthcare, manufacturing, professional services, real estate, e-commerce, restaurants, construction, and more. Our team has experience working with diverse business models and industry-specific requirements.
We combine cutting-edge technology with personalized service to deliver exceptional results. Our global reach, competitive pricing, and commitment to accuracy set us apart. We also provide dedicated account managers and 24/7 support to ensure your business runs smoothly.
Yes! We work with everything from startups and small businesses to mid-sized companies and enterprises. Our scalable solutions grow with your business, ensuring you always have the right level of support.
Bookkeeping & Accounting
We primarily work with QuickBooks Online and Xero, but we're experienced with various accounting platforms including Sage, FreshBooks, Wave, and others. We can work with your existing software or help you choose the best solution for your business needs and budget.
The frequency depends on your service plan and business needs. We offer daily, weekly, and monthly updates. Most of our clients receive weekly updates, but we can accommodate daily updates for businesses that require real-time financial information.
You'll receive comprehensive financial reports including profit & loss statements, balance sheets, cash flow statements, accounts receivable/payable reports, and custom reports based on your specific needs. All reports are delivered in easy-to-understand formats.
Absolutely! We specialize in cleaning up messy books and getting your financial records back on track. Our cleanup service includes reconciling accounts, categorizing transactions, and ensuring accuracy before moving forward with ongoing bookkeeping.
Yes, we manage both accounts payable and accounts receivable. This includes invoice processing, payment tracking, vendor management, collections support, and maintaining accurate aging reports to help you manage cash flow effectively.
Tax Services
We recommend starting tax preparation as soon as you receive your tax documents, typically in early February. Early preparation allows more time for tax planning strategies, ensures you don't miss important deadlines, and helps identify potential deductions.
Yes, we provide comprehensive audit support and IRS representation. If you're selected for an audit, our experienced team will handle all communications with the IRS and represent you throughout the entire process, ensuring the best possible outcome.
Absolutely! We provide year-round tax planning services to minimize your tax liability. Our proactive approach includes quarterly reviews, strategic planning sessions, and recommendations for tax-saving opportunities throughout the year.
Yes, we handle multi-state tax filings for businesses operating in multiple states. Our team is experienced with various state tax requirements and ensures compliance across all jurisdictions where your business operates.
Don't panic! Forward the notice to us immediately, and we'll handle the response. Our team is experienced in dealing with IRS correspondence and will work to resolve the issue quickly and efficiently on your behalf.
Pricing & Billing
Our pricing is transparent and based on the complexity and volume of your business needs. We offer fixed monthly rates for ongoing services and project-based pricing for one-time services. All pricing is discussed upfront with no hidden fees or surprises.
Absolutely! We understand that every business is unique. We can create custom service packages that combine different services to meet your specific needs and budget requirements. Our flexible approach ensures you only pay for what you need.
Setup fees vary depending on the complexity of your business and the condition of your existing records. We'll provide a clear breakdown of any setup costs during your initial consultation, so there are no surprises.
We accept various payment methods including credit cards, ACH transfers, and wire transfers. We also offer flexible payment terms to accommodate your business's cash flow needs.
Yes, you can upgrade or downgrade your service plan at any time. We understand that business needs change, and we're flexible in adjusting our services to match your evolving requirements.
Security & Privacy
We take data security very seriously. We use bank-level encryption, secure cloud storage with regular backups, multi-factor authentication, and follow strict data protection protocols. All our team members are bound by confidentiality agreements and undergo regular security training.
Yes! You'll have 24/7 access to your accounting software and financial reports through secure login credentials. We provide secure portals so you can view your financial information whenever you need it, from anywhere in the world.
Your data remains yours. Upon service cancellation, we'll provide you with all your financial data in standard formats. We maintain secure backups for a specified period as outlined in our service agreement, then securely delete all information.
Yes, we comply with all relevant data protection regulations including GDPR, CCPA, and other applicable privacy laws. We regularly update our security practices to maintain compliance with evolving regulations.
No, we never share your confidential information with third parties without your explicit consent. The only exception is when required by law or when working with authorized partners (like tax authorities) on your behalf.
Support & Communication
You'll have direct access to your dedicated account manager via email, phone, and our secure client portal. We also provide emergency contact information for urgent matters and maintain regular communication schedules based on your preferences.
Our core business hours are Monday through Friday, 9 AM to 6 PM in your local time zone. However, we also offer extended hours and weekend support for urgent matters, especially during tax season and month-end closing periods.
We strive to respond to all inquiries within 24 hours during business days. Urgent matters are addressed immediately, and routine questions are typically answered within a few hours during business hours.
Yes! We provide training sessions to help you and your team understand your accounting software and financial reports. We offer both one-on-one sessions and group training, tailored to your specific needs and skill level.
Absolutely! We regularly participate in meetings with your attorneys, financial advisors, bankers, and other professional advisors to ensure coordinated service and comprehensive financial planning for your business.
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