FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We provide flat rate accounting services designed specifically for small businesses, entrepreneurs, freelancers, and self employed professionals. Our goal is to simplify bookkeeping, tax planning, payroll, and compliance so business owners can spend less time worrying about finances and more time growing their business. Every client is matched with a dedicated accounting team based on their industry and state.
- What is your typical process for working with a new customer?
We begin with a free consultation to learn more about your business, goals, and current financial needs. During this conversation, we discuss topics like bookkeeping, compliance requirements, tax planning opportunities, and any challenges you may be facing. Once you become a client, we guide you through an onboarding process designed to set your business up for long term success. Your advisor will walk you through our online portal, review your business structure, discuss important deadlines, and help identify opportunities to improve organization and tax efficiency. From there, we continue supporting you with ongoing communication, advisory guidance, and regular business reviews throughout the year.
- What education and/or training do you have that relates to your work?
Our team includes certified public accountants, enrolled agents, bookkeepers, and payroll specialists with extensive experience supporting small businesses across a wide range of industries. Our accountants average more than 17 years of experience and participate in continuing education to stay current with changing tax laws and compliance requirements.