FAQ

How do I get started with your services?

You can easily get started by contacting us for a free assessment. We'll assess your needs and recommend the best plan for your business.
 

What types of businesses do you work with?

We work with small and medium-sized businesses in various industries, including retail, marketing, tech, and agriculture.
 

Do you offer monthly reports?

Yes! We provide monthly reports, including profit & loss statements, balance sheets, cash flow statements, and tax reports.

How secure is my financial information with you?

We take the security of your financial information very seriously. All communication is end-to-end encrypted, ensuring that your data is protected at all stages. Additionally, we use Webroot SecureAnywhere, a cloud-based antivirus and security software, to safeguard all technology and systems used in providing our services.

Can you help with taxes?

Yes, we offer quarterly and annual tax filing services, including estimated tax payments and preparing necessary forms like 1099s and W-2s. We can provide this service separately to you if you choose not to pursue one of our “Pricing” plans.

Do you provide payroll services?

Yes, payroll services are included in our “Mid Shelf” and “Top Shelf” plans. We can also provide this service separately to your company if you decide not to pursue one of our comprehensive plans.

How do I contact you?

You can reach us through our “Home” page, where we offer an easy-to-use contact form, email, and phone number.