FAQS
Pricing, Plans and Payments
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Each client is unique with different goals and needs, and we pride ourselves on delivering solutions tailored to your budget and requirements. Transparency is important to us, and that is why we provide up-front fixed-fee pricing to our clients. You will never get a surprise bill from us – that’s our promise.
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Rather than ask for a long-term contract, we only require a month-to-month contract from our clients. This grants you flexibility and allows us to earn your business every single month.
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Once you sign off on our proposal, we can typically begin our onboarding process the next business day. You will complete our onboarding form which helps us gather important details and documents, and then we’ll book a call to discuss the onboarding process and any questions you may have.
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Only if your books aren’t clean when we take them over.
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Yes! Plan modifications take effect on the first of the following month.
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We offer monthly and annual payment options. Payments are withdrawn from your bank account via ACH.
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Yes, 100%! We hate the idea of charging by the hour. Our price includes unlimited support throughout the year and we encourage our clients to give us a call if they have any questions.
Cancellation
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Absolutely. Our engagements require a 30-day notice for cancellation.
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If for any reason you decide to leave us, we will securely transfer your records over to you. This will include accounting software, financial records, and access to all your cloud technology tools we used to manage your financial records.
Support
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This is the #1 reason why businesses switch accountants. You are at the heart of everything we do. We believe in building strong, lasting relationships with our clients. We strive to respond to any queries within two business days. We want to be an extended member of your team.
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Yes! Unlimited support is included in your plan. Your dedicated bookkeeper, accountant, and tax professional are happy to answer any questions you might have. We strive to respond to inquiries within two business days.
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Yes, you will have a dedicated team member assigned to you.
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We offer support through our mobile app, client portal, text, video call, email, and phone.
Our Process
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You’ll fill out a simple online questionnaire and book a complimentary discovery call with us. During our discovery call we’ll get to know your business better, discuss your existing issues, what you are looking for in terms of services, and explore whether we’re the right fit for one another. If we decide to work together after our discovery call, will tailor a customized accounting solution to address your specific business needs. In this call will discuss our customized solutions, show you exactly how we'd address each issue you brought up in the discovery call, and pricing. After the proposal is accepted, we’ll begin our onboarding process the next business day.
Bookkeeping & Accounting
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Our services are for entrepreneurs, small businesses and growing businesses.
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Bookkeeping gives you an accurate picture of where your money is coming and going. When your books are up to date you can make smarter and better financial decisions.
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Your bookkeeper reconciles your accounts, categorizes your transactions, and prepares your financial statements.
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We assign one US based bookkeeper to your account. They are supported by a full accounting team to ensure your books are always compliant and up to date. They will be able to assist you if your bookkeeper is unavailable for any reason.
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Your bookkeeper is available by mobile app, phone, email, or text to answer any questions you may have. You are welcome to reach out to your bookkeeper whenever you need them. Your bookkeeper will be in touch with you if they need any clarification on transactions.
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Depending on the customized plan you select, we can deliver your reports as early as the 5th business day of the month!
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Absolutely. You can schedule a video call or phone call with your dedicated bookkeeping and accounting team at your convenience.
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Yes! You can add any amount of catch-up bookkeeping to our bookkeeping plans. No matter how far behind you are, we can get you caught up.
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Bookkeeping is the process of recording daily transactions in a consistent way and is a key component to building a financially successful business. Bookkeepers take care of the day-to-day financials, like posting credits and debits, maintaining the general ledger, and completing payroll.
Accounting is a higher-level process that uses financial information compiled by a bookkeeper to produce accurate financial reports.
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Rather than ask for a long-term contract, we only require a month-to-month contract from our customers. This allows us to prove ourselves and earn your business every single month.
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They are not included by default, but you can add them to any plan.
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We categorize and organize all the information as bills are received. The only thing you need to focus on is the approval process before payment is released. The goal is to make the process as seamless as possible with the mindset that shaving a few minutes off each transaction will pay off as the volume scales.
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We utilize cloud-based payroll technology to manage the payroll process for our bookkeeping clients.
Our experts will ensure your employees are paid accurately and on time, while you remain compliant with payroll tax regulations.
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Yes, but on a limited capacity. The best practice is for you to bill the client directly as it provides control and timeliness when issuing of the invoice, while maintaining a direct communication channel with your customer.
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Absolutely not! All our bookkeepers and accountants are located in the US.
Taxes
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Yes, we’ll prep and file your taxes for you as part of our premium plan! Once your bookkeeper completes your year-end financials, your tax professionals will facilitate the preparation, review, and filing of your income tax return.
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Yes! Personal federal and state income tax filings are included for sole proprietors in our Premium plan.
For S-Corporations, C-Corporations, and Partnerships, you can add-on personal filing for 1 partner shareholder for just $50/month.
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Included in our premium plan is year-round and unlimited tax advisory and support services. We provide
check-ins throughout the year so we can eliminate year-end surprises.
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Anything and everything tax-related! We are here to help and support your business.
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Our tax services are only for our bookkeeping and accounting clients.
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Yes, all our tax professionals are fully licensed as either CPAs or IRS Enrolled Agents.
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Absolutely not! All our tax professionals are located in the US.
CFO Advisory Services
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Every business can benefit from the expertise guidance, support, and insights of a CFO. A business should consider hiring a CFO when they require strategic financial expertise and guidance but may not need a full-time, on-site CFO. With our CFO advisory services, businesses get the benefits of a CFO at a fraction of the cost of a full-time CFO.
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A CFO’s plays a crucial role in shaping the financial direction of the company, managing financial risks, and providing strategic guidance to drive sustainable growth and profitability. A CFO’s responsibilities can include strategic decision making, financial strategy, budgeting, forecasting, risk management, custom financial reporting, profit and data analysis.
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The annual salary of a full-time CFO is about $400,000. With our CFO services, you gain that CFO expertise without the full-time cost. Our CFO prices start at $995 a month.
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Our CFO services are month-to-month because we know your business needs are constantly changing.
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Our CFO services are only for our bookkeeping and accounting clients.
Software
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We primarily work with QuickBooks Online (QBO) and Netsuite. We also bring in a suite of apps that integrate with your accounting software. These can include Bill.com, Dext, HubDoc, Gusto, Expensify, and Tsheets.
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There are several ways to send documents to us. You can use our mobile app scanner, client portal, QuickBooks Online, Netsuite, Bill.com, and Dext. We’ll make things easy for you.
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We do and we build that into the price. If you ever decide to leave us, we'll switch those over to you. For any apps that must be paid by you, you’ll know about that before signing on with us (ie. payroll and payment apps typically).
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Yes, we will transition your books over to QBO or Netsuite as part of our onboarding process.
Accounting Methods
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The cash basis accounting method recognizes revenues at the time the cash is received and recognizes expenses at the time they are paid. This method does not recognize accounts receivable or accounts
payable.
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Modified accrual accounting is an alternative bookkeeping method that combines accrual basis accounting with cash basis accounting. Modified accrual accounting includes accounts receivable, accounts payable, loans payable, month-end inventory adjustments, and a quarterly adjustment for tax depreciation and tax amortization. Modified accrual accounting excludes accounting for deferred revenue, prepaid expenses, prepaid insurance, and other accruals.
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The accrual basis accounting method recognizes, and records income and expenses based on when they are incurred, regardless of when they are paid or received. Monthly entries are made for deferred revenue, prepaid expenses, prepaid insurance, depreciation, amortization and other accruals.
