FAQ
About the Firm & Client Fit
What types of clients do you typically work with?
We work with individuals and closely held businesses that value proactive guidance, accuracy, and strategic insight. Most of our clients are business owners, professionals, and investors who want more than basic compliance.
Do you specialize in any industries?
Our experience includes professional services, real estate, closely held businesses, and entrepreneurial clients. Rather than focusing on volume, we focus on understanding the financial and tax dynamics unique to each client.
Do you work with startups?
Yes, selectively. We work best with startups that are beyond the idea stage and are committed to proper financial structure, compliance, and long-term planning.
Is there a minimum size or complexity for new clients?
Yes. We are best suited for clients whose needs go beyond basic tax filing or DIY bookkeeping. Engagements should warrant ongoing professional oversight and advisory support.
Do you work with clients outside of your state?
Yes. We work with clients across the United States and handle multi-state matters as appropriate.
Do you work with individuals, businesses, or both?
We serve both individuals and businesses. Our business clients typically include small to mid-sized companies, professional service firms, and real estate investors.
Are you the right firm if I’m looking for the cheapest option?
No. We focus on value, expertise, and long-term relationships rather than being the lowest-cost provider.
Do you work with DIY bookkeeping clients?
Yes, provided the client is open to professional oversight and corrections when necessary.
Services & Scope
What accounting services do you offer?
We provide accounting oversight, financial reporting, reconciliations, and advisory support designed to ensure accurate financials and informed decision-making.
Do you provide bookkeeping?
We typically provide bookkeeping oversight and review rather than high-volume data entry. We ensure your books are accurate, compliant, and decision-ready.
Do you offer CFO or advisory services?
Yes. Our advisory services include cash flow analysis, tax strategy, entity structuring, financial forecasting, and business decision support.
What tax services do you provide?
We provide tax planning, tax preparation, and year-round tax advisory services for individuals and businesses.
Do you offer payroll or bill pay services?
We do not process payroll or bill pay directly, but we coordinate with payroll providers and advise on proper setup and compliance.
Do you provide audit, review, or compilation services?
We provide review and compilation services, but we do not perform audits. However, if your business requires an audit, we can partner with you to make the process smoother. Our team will assist in preparing your financial information and coordinating with the audit firm to help reduce the length and cost of the audit while ensuring efficiency.
Pricing & Billing
How do you price your services?
Most services are provided on a fixed-fee or monthly basis. This allows clients to know costs upfront and avoids surprises.
Do you charge hourly?
Hourly billing is generally reserved for special projects or consulting engagements outside the normal scope of services.
Is there a minimum monthly fee?
Yes. Ongoing engagements typically require a minimum monthly fee based on complexity and scope.
Are consultations free?
Initial consultations are free. Additional sessions are paid to ensure meaningful, high-quality discussions. This time is often credited toward an engagement if we move forward together.
Do you require a retainer or upfront payment?
Yes. Most engagements require an upfront retainer or monthly autopay arrangement.
How often are fees billed?
Fees are typically billed monthly or per engagement, depending on the service.
Onboarding & Working Together
What is your onboarding process for new clients?
Our onboarding process includes an initial consultation, engagement letter, secure document collection, and a detailed review of your financial and tax situation.
What information do you need to get started?
This varies by engagement but generally includes prior tax returns, current financials, entity documents, and access to accounting systems.
How long does onboarding usually take?
Most onboardings are completed within 2–4 weeks, depending on responsiveness and complexity.
Who will I be working with?
You will work directly with a CPA who is familiar with your business and financial situation.
How do you communicate with clients?
We communicate via secure portals, email, and scheduled meetings. We prioritize clarity, responsiveness, and proactive communication.
What is your typical response time?
We strive to respond within one business day for most inquiries.
Technology & Security
What accounting software do you support?
We primarily work with cloud-based accounting platforms such as QuickBooks Online and related tools.
Do you offer cloud-based accounting?
Yes. Our practice is fully cloud-based, allowing efficient collaboration and secure access.
How do you exchange documents securely?
We use encrypted client portals and secure file-sharing systems.
How do you protect client data?
Client data is protected through encryption, secure systems, and professional standards designed to safeguard confidentiality.
Tax-Specific Questions
When should I engage a CPA versus a tax preparer?
A CPA is appropriate when your situation involves business ownership, investments, planning opportunities, or complexity beyond basic filing.
Do you provide tax planning, not just tax filing?
Yes. Tax planning is a core part of our services and is performed year-round, not just during filing season.
Do you help with IRS or state tax notices?
Yes. We assist clients in responding to tax notices and resolving issues as they arise.
Can you work with my financial advisor or attorney?
Absolutely. We regularly coordinate with other professionals to ensure alignment and comprehensive planning.
Do you offer year-round tax support?
Yes. We believe effective tax management requires ongoing attention, not just annual filings.
Business Advisory Services
What are business advisory services?
Business advisory services focus on using financial and tax data to help owners make better decisions, improve profitability, and plan strategically.
How do you help improve cash flow or profitability?
We analyze financial trends, cost structures, tax efficiency, and operational metrics to identify opportunities for improvement.
Do you help with entity selection or restructuring?
Yes. We advise on entity selection, restructuring, and tax-efficient ownership structures.
Can you assist with buying or selling a business?
Yes. We assist with financial analysis, tax planning, and coordination with other advisors during transactions.
Do you help clients prepare for financing or due diligence?
Yes. We help clients prepare financials and documentation required for lenders, investors, and buyers.
Policies & Expectations
What are your deadlines for client-provided information?
Deadlines are communicated clearly at the outset of each engagement to ensure timely and accurate work.
What happens if documents are submitted late?
Late submissions may result in extensions, delays, or additional fees depending on circumstances.
How do you handle urgent or rush requests?
Rush work may be accommodated subject to availability and additional fees.
Do you offer support outside of tax season?
Yes. We work with clients year-round.
What is your disengagement policy?
Either party may terminate the engagement in accordance with the engagement letter. Our goal is always a professional and smooth transition if needed.
Getting Started
How do I get started?
The first step is to schedule an initial consultation through our website.
What happens after the consultation?
If we determine there is a good fit, we will provide an engagement letter outlining scope, fees, and next steps.