Questions,answered.
Everything owners usually ask before working with us. Can’t find yours? We reply within one business day.
Still have a question?
Talk to a CPA for 30 minutes, free. No preparation needed.
Getting started
After a free consultation we send a fixed-fee proposal. Once you sign, we connect your bank and software, gather prior-year records and agree a close calendar. Most clients are fully onboarded within two weeks.
Usually not. We work in the most common cloud accounting platforms and only suggest a change if your current setup is costing you time or accuracy.
Mostly owner-led companies with $250K to $20M in annual revenue — from solo consultants to teams of 150.
Yes. Some clients keep their CPA for tax and use us for bookkeeping and payroll. We coordinate directly so nothing falls through the cracks.
Pricing & billing
It depends on transaction volume, number of entities, payroll headcount and the services you choose. Your proposal lists exactly what is included.
No. Plans are month-to-month. Pay yearly and you save 10%.
One-off projects such as catch-up bookkeeping, prior-year returns or audit support are quoted separately and approved by you before work starts.
By card or ACH on the first business day of each month, with one invoice for all services.
Bookkeeping
By the 5th business day of the following month, with a short summary of what changed and why.
Very little. We pull transactions from bank feeds and only ask about items we can’t categorize — usually a handful a month, answered in the client portal.
Whichever fits your business and your lender’s requirements. Growth and CFO Suite plans include accrual-basis reporting.
Yes — catch-up projects are a specialty. We quote a fixed fee after reviewing your current files.
Tax
Yes, all 50, including multi-state apportionment and nexus reviews.
Legally, yes. Year-round planning — entity structure, owner salary, timing of purchases and retirement contributions — is where most savings come from.
We regularly prepare prior-year and amended returns and handle IRS correspondence along the way.
Yes. Forward any notice and we’ll explain it, respond and represent you if needed.
Payroll
All 50, including employer registrations when you hire in a new state.
Weekly, every two weeks, twice a month or monthly — whatever suits your business.
Yes. We pay contractors, collect W-9s and prepare 1099s at year end.
We track PTO, process benefit deductions and work with your broker on health and retirement plans.
Security & data
Documents move through an encrypted client portal, every account uses multi-factor authentication and access is limited to your team.
Only the people assigned to your account, plus a CPA reviewer. Every access is logged.
You keep everything. We hand over your files and transfer software access within five business days.
Yes. Confidentiality is part of every engagement letter, and we’re happy to sign yours as well.
