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Frequently Asked Questions

Welcome to our Frequently Asked Questions (FAQ)  section !


Here, you'll find answers to some of the most common inquiries about our services, procedures and more.


Whether you're a new customer seeking guidance or a returning client looking for quick solutions, this resource is designed to provide clear and concise information.


If you don’t see your question addressed here, feel free to reach out to our support team.


We’re always happy to help !

Bookkeeping services :

  • What is bookkeeping and why is it essential ?

    Bookkeeping is the process of recording and organizing your financial transactions, such as sales, expenses, and payments. 


    It’s important because it provides a clear view of your business’s financial health, helps you manage cash flow effectively, ensures compliance with tax regulations, and prepares you for audits or financial planning.

  • Do I need bookkeeping if my business is small ?

    Absolutely. Even small businesses need to track their finances. 


    Organized bookkeeping helps you understand profitability, avoid tax penalties, and make informed decisions about investments, hiring, and growth opportunities. It also simplifies tax preparation and reporting.

  • What bookkeeping software do we use?

    We use the leading software QuickBooks. If you already use a different platform, we can adapt to your existing setup to make the transition seamless.

  • Can I manage bookkeeping on my own ?

    While it’s possible to handle bookkeeping yourself, it can be time-consuming and prone to errors if you’re not familiar with accounting principles. Working with a professional ensures accuracy and allows you to focus the essential : growing your business.

  • How often should bookkeeping be done ?

    Ideally, bookkeeping should be done daily or weekly to ensure your records are up-to-date. However, we can customize the frequency based on your needs, whether it’s weekly, bi-weekly, or monthly.


Payroll services : 

  • What does our payroll service include ?

    Our payroll services handle everything from calculating employee wages and withholdings to processing direct deposits, managing payroll taxes, and generating year-end forms like W-2s and 1099s. We also ensure compliance with local, state and federal payroll regulations.

  • How often do you process payroll ?

    Payroll can be processed on a schedule that works best for your business, such as weekly, bi-weekly, semi-monthly, or monthly. We’ll work with you to determine the best frequency based on your cash flow and employee needs.

  • Do we handle payroll tax filings ?

    Yes, we take care of all payroll tax filings, including quarterly and annual reports. We ensure deadlines are met, filings are accurate, and you stay in compliance with IRS and state tax authorities.

  • Can we handle payroll for remote employees or contractors ?

    Absolutely. We can manage payroll for employees and contractors, no matter where they’re located in the U.S. We’ll handle state-specific tax requirements and ensure contractors receive accurate 1099s.

  • What if I already have payroll software ?

    No problem ! We can work within your existing payroll software or integrate our services into your setup for a smooth transition.


Tax Preparation and Compliance :

  • What tax preparation services do we offer ?

    We offer comprehensive tax preparation services for businesses, individuals, and freelancers. 


    This includes federal, state, and local tax return filings, estimated tax payments, and preparation of supporting documents. We ensure your taxes are filed accurately and on time.

  • Can we help you reduce your tax liability?

    Definitely, our tax planning services focus on identifying deductions, credits, and strategies to minimize your tax burden. We’ll work with you year-round to create a plan that aligns with your financial goals and reduces unnecessary expenses.

  • Do we handle sales tax filings ?

    Yes, we calculate, collect, and file your sales tax returns. We stay up-to-date with changing state and local sales tax regulations to ensure compliance, saving you from potential penalties.

  • Can we help with IRS audits or notices ?

    Absolutely, if you receive an IRS notice or are subject to an audit, we can provide guidance and representation. Our team will review your records, communicate with the IRS on your behalf, and help resolve the issue as quickly as possible.

  • What is tax compliance and how do we help with it ?

    Tax compliance ensures that your business meets all federal, state, and local tax laws. We assist with everything from filing returns and managing payroll taxes to handling 1099s, sales tax, and business license renewals.


Customized services :

  • Can we manage accounts payable and receivable ?

    Yes ! We can handle your accounts payable by tracking and paying bills, ensuring vendors are paid on time, and avoiding late fees. For accounts receivable, we manage invoicing, follow up on overdue payments, and help maintain a healthy cash flow.

  • Do we provide regular financial reports ?

    Absolutely. We prepare detailed financial reports, including profit and loss (P&L) statements, balance sheets, cash flow statements and more. These reports help you monitor your business performance and make data-driven decisions.

  • Can we help you with budgeting and forecasting ?

    We assist with creating budgets and financial forecasts tailored to your business goals. This helps you plan for expenses, manage cash flow, and set realistic growth targets.

  • Can we work with your CPA or tax advisor ?

    Definitely. We’re happy to collaborate with your CPA or tax advisor to ensure your financial records are accurate and ready for tax preparation or financial audits.


    We work also close with CPA and other advisors and can connect you together. 


Getting started :

  • How to get started with our services ?

    It’s easy ! Contact us through our website, email, or phone to schedule a free consultation. We’ll discuss your needs and create a tailored plan that works for your business.

  • Can you access our services remotely ?

    All our services can be accessed virtually. We use secure online tools to ensure your data is protected, and you can work with us from anywhere in the U.S.

  • What industries do we specialize in ?

    We work with businesses across various industries, including restauration, retail, healthcare, real estate, construction, and professional services. Whether you’re a freelancer, small business owner, or corporation, we can help.

  • How much do our services cost ?

    Our pricing varies based on the scope and complexity of the services you need. Contact us for a personalized quote—our rates are competitive, and we’ll ensure you get value for your investment.

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