Yes! All our services are remote*. This allows for a lean business model and leads to affordable services. Modern technology allows for us all to save some time, and time is money!

*Certain comprehensive Consulting services may require local availability. Please reach out if you have a specific question regarding this.

For tax filings, all data (including images) are sent securely through Intuit Link. This is an application that is run and controlled by Intuit, the company behind Quickbooks and Turbotax.

We currently have not received enough demand for these services to integrate them. If you’re interested in these services please reach out and let us know. If the demand is there you can be sure we will rise to meet it!

No. Completing our sign-up form will not result in you being charged for services that have not been completed. In addition, we will not contact you in any way other than to verify you are interested in the selected services and to obtain the information required to complete those services for you.

• For Tax Preparation services, we will use your email address to send out the required questionnaire.

• For Bookkeeping or Consulting services we will likely reach out via email to set up a free consultation/assessment appointment, though we may reach out by phone call (not text) if you provided your phone number.

We send out digital invoices via email through our payment processing provider. You are able to pay with a credit/debit card, or ACH transfer.

Currently, there has not been adequate demand for payment through services like CashApp, but we may explore this option if enough demand arises.

It depends on the services you are receiving and our specific situation. Generally speaking:

• Tax Preparation: We will not send you a bill until you have eSigned your tax filing.

• Bookkeeping Services: We will send an invoice around the beginning of the month following completion of services for the prior month.

• Consulting Services: This is generally billed monthly for ongoing consulting, similar to bookkeeping billing. However, minor consulting work for a specific purpose will usually be billed upon completion of the consulting.

We can offer payroll services, though we usually will only offer those to bookkeeping clients. If you are not a bookkeeping client and are interested in having us do your payroll we may do so upon special request, and with a rate dependent on your specific circumstances.

Generally, we will not offer payroll services for less than $150 per month.

No, business tax filings are billed separately from ongoing bookkeeping services. We can, however, offer packaged deals to include such services. Please inquire via email if you are interested.

No. We are big proponents of the idea that small business owners and operators should be in control of their own money. We will usually advocate that small businesses handle their own tax payments and payroll so they have a better control on their cash flows and asset management.