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With a cost conscious approach we assist all our clients in meeting their business and financial objectives.
Let our firm ease the burden of running your business and allow yourself to be more productive in doing what you know best.
F.A.Q.
Frequently Asked Questions
What services do you offer?
We offer a wide range of accounting services, including:
- Bookkeeping: Accurate financial record-keeping for small and medium-sized businesses.
- Tax Preparation and Planning: Assistance with filing individual and corporate taxes and planning for future tax liabilities.
- Auditing and Assurance: Comprehensive audits and assurance services to ensure your business complies with regulations.
- Payroll Services: Management of payroll processing, including employee payments, tax deductions, and reporting.
- Business Consulting: Financial planning, budgeting, and strategy consulting to help your business grow.
- CFO Services: Outsourced Chief Financial Officer services for small businesses looking for high-level financial management.
What industries do you specialize in?
We serve clients across various industries, including:
- Retail
- Healthcare
- Real Estate
- Manufacturing
- Non-profits
- Professional Services If your industry isn’t listed, feel free to contact us to see how we can help.
Do you work with individuals or just businesses?
We work with both individuals and businesses. Whether you need personal tax preparation or comprehensive business accounting services, we’re here to assist you.
How do I get started with your services?
To get started, you can:
- Contact us through our website or call us directly to schedule a free consultation.
- During the consultation, we will discuss your specific needs and tailor a service package that works best for you.
What documents do I need to provide for tax preparation?
For tax preparation, you’ll typically need:
- W-2s or 1099 forms
- Investment income documents
- Deductions and credits information (e.g., mortgage interest, charitable donations)
- Previous year’s tax return
- Business income and expense details (for business owners) We’ll provide a detailed checklist based on your specific situation.
How do you ensure my financial information is secure?
We take data security seriously. Our firm uses advanced encryption technologies, secure client portals for document exchange, and adheres to strict confidentiality and privacy standards.
How much do your services cost?
Our fees vary depending on the services provided and the complexity of your needs. We offer transparent, competitive pricing and will provide a detailed estimate after an initial consultation.
Do you offer virtual consultations?
Yes, we offer virtual consultations and services to clients across the country. We use secure video conferencing and cloud-based accounting platforms to provide seamless service remotely.
How often should I meet with my accountant?
The frequency of meetings depends on your needs. For some clients, quarterly or annual reviews are sufficient, while others may benefit from monthly consultations, especially businesses needing ongoing support.
What is the difference between bookkeeping and accounting?
- Bookkeeping involves the day-to-day recording of financial transactions (invoices, receipts, payroll, etc.).
- Accounting includes analyzing financial data, creating financial statements, tax planning, and providing strategic advice.