Frequently Asked Questions

1. What services do you provide?

We offer bookkeeping, accounting, tax preparation, payroll processing, financial reporting, and advisory services tailored for small businesses, independent professionals, and startups across the U.S.

2. What types of businesses do you work with?

We work with a wide range of clients including medical practices, consultants, e-commerce businesses, real estate professionals, and service-based LLCs. Whether you're a sole proprietor or managing multiple entities, we can help.

3. Do you offer remote/virtual services?

Yes! All our services are available remotely. We use secure cloud-based tools for document sharing, bookkeeping, and communication, ensuring you get expert service no matter where you're located.

4. How do you ensure the security of my financial information?

We use encrypted platforms and follow industry best practices for data privacy. Client confidentiality and data security are our top priorities.

5. How often will I receive reports or updates?

We provide monthly or biweekly financial reports based on your preference. Custom schedules and real-time dashboards can also be arranged for more frequent updates.

6. Can you help me prepare for tax season?

Absolutely. We maintain accurate books throughout the year to ensure a smooth and stress-free tax season. We can work directly with your CPA or recommend trusted tax professionals.

7. What software do you use?

We primarily use QuickBooks Online, Excel, and Gusto for payroll. We’re also experienced with other platforms like Xero, Wave, and Zoho Books if you have a different setup.

8. Do you offer one-time clean-up services?

Yes, we offer historical clean-up, catch-up bookkeeping, and account reconciliation services to get your books back on track.

9. How much do your services cost?

Our pricing is customized based on the scope and complexity of your needs. We offer flexible monthly packages, hourly rates, and project-based fees. Contact us for a personalized quote.

10. How do I get started?

Simply reach out through our contact form or schedule meeting or email us. We’ll schedule a free consultation to understand your needs and recommend the best solution for you.