FAQs

• Book an initial consultation call
• During this call, we will discuss your requirements and how we can assist you
• If we determine we will be a good fit for your business, a proposal will be sent within 2 business days after our call.
• Upon accepting the proposal, we can get started right away! We know you are busy so we will schedule a series of 30-minute implementation calls to discuss process, timelines, and technology. We will share a link to our calendar so you can schedule and reschedule your implementation calls without the hassle of back and forth emails!

Pricing varies depending on the complexity, size of your business, and services required. After our initial consultation call, we will provide you with a proposal that includes various fixed-fee package options specific to the requirements for your business. We consider the following (among other things) when determining our pricing:

• Average number of transactions per month
• Frequency of meetings and business consulting required
• Complexity of tax and accounting transactions
• Filing reporting requirements – i.e. monthly, quarterly, or annually

All accounting payments are processed through Practice Ignition Software. Upon signing our proposal, you will enter your payment information and future payments will be processed based on the agreed upon billing schedule. We accept all major debit and credit cards.

Yes. We are a licensed CPA firm with professional liability insurance.

We create monthly accounting packages based on your needs.

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We currently only work with Xero. We feel this is the best accounting software solution for our clients. We will not work with any other accounting software.

We use Hubdoc to retrieve bank statements and utility bills. You will upload your receipts and invoices to Hubdoc or Xero Expenses using mobile or web platforms. We will create a customer portal to securely upload any confidential information and create a shared file and manage all important documents.

No, we currently only work with incorporated businesses as this is our area of expertise. With that said, we work with a lot of sole proprietors during their first year after incorporating and can provide you with guidance when making initial business decisions.