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Frequently Asked Questions

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  • We pride ourselves on serving both non-profits and professional service businesses in several industries, with our clients located across the country! We understand that each industry has its unique financial requirements, regulations, and challenges. Our team of skilled accountants has experience working with clients from a wide range of sectors, both large and small. We have the expertise and knowledge to provide tailored accounting solutions that meet your specific industry needs. If you need examples of past clients, please don’t hesitate to reach out!

  • We understand that tax preparation can be a complex and time-consuming task for businesses, which is why we offer comprehensive tax support services to alleviate the burden.

    Our accounting firm is well-equipped to assist your tax group with their tax preparation engagement by providing tax-ready financials and documentation along with fielding questions they may have on certain business activities.

    Through our accounting services, we meticulously analyze your financial data, identify eligible deductions and credits, and help you optimize your tax position. Our working with your tax group year-round allows a streamlined tax season (and your tax group loves getting clean books).

  • Our team consists of certified Quickbooks ProAdvisors who hold recognized credentials such as Certified Public Accountant (CPA), Certified Management Accountant (CMA) and Certified Bookkeeper (CB) certifications. These certifications signify a high level of accounting knowledge, expertise, and adherence to professional standards. Our team stays updated with the latest accounting principles, regulations, and industry trends to provide accurate and insightful guidance to our clients.

    In addition to professional and technical certifications, our team members possess relevant academic qualifications, including degrees in accounting, finance, or related fields. Rest assured that when you work with our team, you can trust their qualifications, expertise, and dedication to delivering exceptional accounting services.

  • Yes, we offer virtual services that can be accessed from anywhere. We are capable of serving clients in any state, and our work can be efficiently completed through Zoom meetings or phone consultations. Whether you are located in our local area or in a different state, we have the technology and resources to provide seamless virtual accounting services. Rest assured that distance is not a barrier.

  • We prioritize timely and open communication based on your specific needs and preferences. The frequency of communication depends on the services required, but we ensure regular check-ins and are readily available for urgent matters. We adapt to your preferred communication methods and strive to provide prompt and informative responses, fostering a strong partnership built on trust and transparency.

  • We offer four main packages with customizable options, and the cost is determined by the package level. Most quotes are custom-tailored to your specific needs, ensuring you only pay for the services you require. Contact us or book a clarity call to receive a personalized pricing proposal based on your business's unique requirements.