FAQ

How much does bookkeeping/accounting services cost?
Can you help me understand my financial reports?

Absolutely. This is what we do best beyond “just bookkeeping/accounting”.
Our goal is to be a partner and support your business’ growth!

Is there a minimum commitment period required?

We do not currently require a minimum commitment period for bookkeeping and accounting services.

Agreements are “open-ended” which does not specify a defined end date, until terminated with a written 30 days’ notice.

Do you provide bookkeeping and accounting services remotely or in-person?

Most services and communications are performed remotely via calls, Teams meeting and emails.

However, we love to collaborate with other local business owners and would be more than happy to meet in-person at your business location for initial planning.

Do you offer income tax filling services?

We currently do not offer income tax filing services.

However, we offer filing assistance to ensure that your financials are in order prior to filing. We also work directly with your tax preparer/CPA to streamline the process and optimize tax strategies.

Why would a business need an Independent Compiled or Reviewed Financial Report?

Potential lenders or investors often require a Compiled or Reviewed Financial Report certified by an independent CPA. Learn more about different types of independent reports here

How much does an Independent Compiled or Reviewed Financial Reports cost?

Due to varying business complexity and financial data available, we will be able to provide an estimated pricing upon initial planning. Note that significant findings during these procedures may require out-of-scope additional fees.

*Preferred pricing for existing bookkeeping or accounting clients of one year or more.

What exactly happens during Compilation and Review of Financial Statements?

Learn more about different types of independent reports here