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Your Comprehensive Accounting Solution for Financial Success

We collaborate with you to understand your unique financial needs and provide tailored accounting services. By utilizing the latest strategies and tools, we optimize your financial management and drive business growth.

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Frequently Asked Questions

Explore Our Common Queries and Solutions

What services are included in the Basic Plan?

The Basic Plan offers:

QuickBooks Online Integration: Automated transaction fetching.

Categorization: Accurate monthly expense and income coding.

Bank Reconciliation: Up to 3 accounts (Checking, Credit Card, Savings).

Standard Financial Reports: Monthly Profit & Loss and Balance Sheet.

Email Support: 48-hour response timeaccess to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.

How often will I receive financial reports with the Pro Plan?

The Basic Plan offers:

Everything in Tier I. Dedicated Account Manager: Your direct point of contact for financial questions.

Quarterly Tax Filing: Estimated tax payments and quarterly sales tax filing (if applicable).

Quarterly Strategy Session: A 30-minute call to review performance.

Add-On Ready: Payroll Processing (suggested starting at +$50/month + $6/employee).

What additional support does the Premium Plan offer?

The Premium Plan includes:

Everything in Tier I & II.

Business Tax Returns: Annual filing for S-Corps (1120-S), Partnerships (1065), or C-Corps (1120).

Audit Protection: Year-round document organization and readiness.

IRS Representation: Power of Attorney to handle IRS correspondence and audits on your behalf.

Priority Support: 24-hour response time and unlimited phone support.

How do I contact customer support?

You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.

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