Frequently Asked Questions
When should I contact an accountant?
You’ve fallen behind on your books. Many people are embarrassed when they fall behind on their books, but don’t let messy books keep you from reaching out to your accountant/cpa. We can organize and clean up your books.
You are facing an audit. It’s especially important to contact your accountant if your business is facing an audit this year.
You’re planning for the upcoming year or expect major business changes. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.
What services are available?
Our range of customizable services include:
- CFO, controller and accountant outsourcing
- Budgets and forecasts, from designing to modifying your existing files
- Close process review and/or design
- Customer invoice and procurement processes, review, revise and/or design
- Chart of accounts review and design
- Small business bookkeeping
- Local and federal taxation
- System implementation management
- Accounting classes for individuals and small business, from beginner to advanced
How can I know which accountant is right for me?
Does your accountant return your calls? Do you feel comfortable asking questions? Do you feel heard? Are your goals recognized? With the right accountant, the answers should be a resounding "Yes!"