Question 1

Can you file my taxes?

Accepted Answer

No. Tax preparation, planning, and filing are handled by your CPA or EA. The books are kept in a state where their job is straightforward and their billable hours stay low.

Question 2

Will you work with my existing CPA or tax preparer?

Accepted Answer

Yes. At year-end, your tax preparer receives clean books, reconciled statements, and any backup documentation they request. Most prefer this arrangement to doing the cleanup themselves.

Question 3

What accounting software do you use?

Accepted Answer

QuickBooks Online for the majority of engagements. Setup, chart of accounts, bank feeds, and rules are configured during onboarding so the monthly close runs predictably.

Question 4

My books haven't been touched in months or even years. Can you fix that?

Accepted Answer

Yes. Catch-up and clean-up work is a regular part of the practice. Prior periods are reconstructed from statements and source documents before the monthly cadence begins.

Question 5

How quickly do you respond?

Accepted Answer

Most messages get a reply within one business day. Urgent items such as lender requests and tax preparer deadlines are flagged and handled the same day when possible.

Question 6

How is my monthly fee determined?

Accepted Answer

Pricing is based on factors like transaction volume, number of bank, credit card and loan accounts, business complexity, reporting requirements, compliance needs, and the level of ongoing support required.

Question 7

I'm a one-person business. Am I too small?

Accepted Answer

No. Solo operators, contractors, and single-member LLCs make up a meaningful portion of the client list. Clean, accurate books benefit every business owner regardless of size.

Question 8

Where are you located, and do I need to be local?

Accepted Answer

Sugar Land, Texas. Clients are served nationwide. The work is done remotely with secure access to your accounting and banking platforms.