Question 1

What does a monthly close involve?

Accepted Answer

We reconcile all accounts, review transaction classifications, prepare your financial statements, and deliver a summary you can act on. The goal is a clean, consistent close that never surprises you.

Question 2

Can you work with our existing accounting software?

Accepted Answer

Yes. We work primarily with QuickBooks Online and Xero. If you are on another platform, we can help you evaluate whether a switch makes sense for your business.

Question 3

Do you provide controller-level support?

Accepted Answer

We do. Many clients use us for part-time controller oversight, including review of the close, internal controls, and financial reporting.

Question 4

When should I start tax planning?

Accepted Answer

Ideally at the start of your tax year, but we can add value at any point. Many clients engage us mid-year to course-correct before year-end deadlines.

Question 5

Do you prepare both business and personal returns?

Accepted Answer

Yes. We handle business returns, personal returns, and the interaction between them so your overall position is coordinated.

Question 6

Can you help with an IRS notice or audit?

Accepted Answer

Yes. We respond to IRS notices on your behalf and provide representation throughout the process.

Question 7

How often will my books be updated?

Accepted Answer

Most clients receive monthly reconciliation and reporting. For businesses with higher transaction volume, we can work on a weekly cadence.

Question 8

What if my books are behind?

Accepted Answer

We start with a cleanup engagement to bring everything current, then transition to ongoing monthly service. Most catch-ups take a few weeks.

Question 9

Do you handle payroll?

Accepted Answer

We can coordinate with your payroll provider and ensure payroll entries are recorded correctly. Full payroll processing is available as an add-on.

Question 10

What is the difference between Compliance, Collaboration, and Concierge?

Accepted Answer

Compliance covers annual tax prep, compliance questions, a bookkeeping review, and Q4 planning starting at $350/mo. Collaboration adds monthly bookkeeping, quarterly accounting close, payroll support, and quarterly tax meetings starting at $650/mo. Concierge gives you unlimited 1-on-1 CPA access, proactive monthly strategy sessions, and all returns included starting at $1,150/mo.

Question 11

Is there a long-term contract?

Accepted Answer

No. All engagement levels are month-to-month. We earn your business every month through quality work — not contracts or cancellation fees.

Question 12

Can I upgrade my tier later?

Accepted Answer

Yes. Many clients start at Compliance or Collaboration and move up as their business grows. Upgrades are straightforward and prorated. Concierge upgrades depend on availability since spots are limited.

Question 13

Do you offer one-time projects?

Accepted Answer

Yes. Cleanups, tax planning reviews, and special projects are available as fixed-fee engagements.

Question 14

What happens in a consultation?

Accepted Answer

We learn about your business, understand your goals, and identify where we can help. You leave with clarity on next steps, whether or not you work with us.

Question 15

Do you offer a strategy session for high-income earners?

Accepted Answer

Yes. We offer a dedicated Strategy Session Application for individuals and households earning $250k+ per year. It includes a custom tax and financial roadmap. You can apply at our consultation survey page.

Question 16

How do you protect my data?

Accepted Answer

We use encrypted, cloud-based platforms with multi-factor authentication and follow industry best practices for client data protection. Your information is never shared without consent.

Question 17

What tools do you use?

Accepted Answer

We work with QuickBooks Online, Xero, and secure document-sharing platforms. We meet you where you are and recommend tools that fit your needs.

Question 18

Can I access my books anytime?

Accepted Answer

Yes. Your cloud accounting file is always available to you. We believe in full transparency.

Question 19

Do you offer a client portal for document sharing?

Accepted Answer

Yes. We provide a secure client portal for uploading and storing sensitive documents. Access it anytime from the Client Portal link in our navigation.

Answers before you ask.

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