Frequently Asked Questions

Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. 

Actually, for most it is just the opposite! Instead of spending your time managing and entering information into your books, you’ll be able to spend more time viewing finalized reports and managing the operations and sales functions of your business or budgetary decisions for your home.  Having an outsourced bookkeeping service is like having a trusted adviser monitoring your books to make sure things run appropriately, while you focus on running your business and having quality free time.  

There are many benefits, all varied based on your indivudal needs and perspectives.  However, consider the following statistics:

• 82% of customers agree that outsourced bookkeeping saves them time to focus on growing their business.

• 73% of customers agree they have a better financial picture because of the support they get from their bookkeeper. 

• 86% of customers agree they have greater peace of mind around tax time.

For bookkeeping, while we work with many different kinds of clients, we specialize in working with small business owners who have enough complexity with their personal and business finances to warrant not handling all bookkeeping internally, however not enough volume to warrant a full-time, in-house bookkeeper. 

For tax filings, we have experience in a wide-range of businesses and families. 

Yes! We work remotely with all of our clients, and can conduct any required meetings over phone or on video calls. As long as you have internet, you can work beachside in Aruba and we can still keep your books and file your returns.

After set-up, we bill a flat-fee retainer per month for our bookkeeping services, with an amount depending on the size and complexity of your business, and the specific services you hire us on to handle.  Our core bookkeeping services start at $450 per month, per entity (with each family and business as a separate entity and separate set of books).

Tax services vary widely from case to case, and pricing is based again on size, complexity, and the forms required for each entity’s return.  We can always use your prior years' return to generate a quote, given that you haven't made any significant changes from that year to the current.

After our intro call, we'll be able to send you a quote. All clients can also expect a one-time set up fee at the beginning of our work together. Any catch up or clean up work is quoted separately after we assess your books.

Our rates are within the industry standard for independent-contractor bookkeeping and tax professionals.  However, it is not our goal to be the lowest cost, "pay-less" option.  Rather, we aim for top-value, boutique bookkeeping and tax services with a personal touch to our profession. 

Each client, family and business is unique and will need to come to their own conclusion on whether it is worth the difference.  At the end of the day, the complexity of our unique differences alone means that for many, using a professional tax preparer can save time, reduce stress, avoid DIY errors, and potentially uncover tax savings that even the best tax software or square-block service might not surface.  

Absolutely!  For many of our new clients there is clean-up or catch-up.  It's pretty normal to have fallen behind if you're an owner who has been doing your own books, and even if you've hired other help, we'll often do a bit of sprucing up to ensure your financials are up to our standards.

Once we have begun our set-up, we will do a comprehensive audit of any existing books; you'll receive updates with a detailed outlines on anything we see needing attention, and if it does not fall within the scope of our standard set-up, you will receive a quote and timelines.

No, we do not teach bookkeeping.  For those who chose to handle this responsibility and associated liability on their own, we recommend looking into online courses.  We do, however, offer services to help clean-up and correct books that may have become tangled from prior bookkeepers or administrators who were under-trained or over-promised. 

No, we can offer all our services together as a bundle, or individually based on your needs.  We are happy to work with your existing bookkeeper when handling your taxes, or work with your existing CPA/EA when handling your books.  

Though many clients find it to be highly beneficial having both bookkeeping and taxes tightly coordinated under the same charge of care. 

Our bookkeeping team is happy to advise around best practices, understanding reports and what's happening with your numbers; for those to chose to engage in additional consulting services, we are available to offer experience-based opinions for strategic consulting, advisement around team & business growth, proformas and chart-based projections, as well as suggestions for business health to the best of our knowledge.  

For all retainer clients, we are available at any time for additional services outside the normal scope of our retainer at a discounted hourly rate.