FAQ
Do you help walk us through SBA loans or other bank financing?
Yes. We assist in preparing and organizing the financial information and documentation needed to present to the bank of your choice, or a bank we recommend. We help guide you through the process so you feel prepared, confident, and supported every step of the way.
Do you prepare and file business taxes?
Yes, we prepare and file business taxes. We are fully capable of handling the entire process, or we can collaborate with your existing CPA by gathering and delivering accurate, organized financial information to ensure a smooth and efficient filing.
Do you provide HR and compliance support?
While full-service HR is not one of our core offerings, we have extensive experience in HR and compliance and provide strategic guidance and advisory support. For businesses needing a dedicated HR team, we partner with trusted providers and can help facilitate that relationship.
Am I locked into the starting price, or can services be added as my business grows?
Our starting price represents the base level of service. You are always welcome to add services as your business grows or your needs change. Pricing may adjust based on added scope, but your plan is designed to remain flexible and scalable over time.
How does onboarding work when switching from another provider?
We work closely with you — and with your current provider, if desired — to ensure a smooth transition. Our team handles the coordination and communication needed to transfer information accurately, so nothing falls through the cracks and your financial data stays complete and reliable.
What happens if payroll or tax laws change?
Staying current with payroll and tax regulations is part of our role. We actively monitor changes in laws and requirements and ensure your payroll and filings remain compliant as regulations evolve.
Will you help clean up past bookkeeping or payroll issues?
Yes, absolutely. Accurate financial data is essential, and we regularly help clients clean up prior bookkeeping or payroll issues. Our goal is to bring your records up to date and ensure everything is accurate, organized, and reliable moving forward.
Is there a minimum commitment or contract length?
Our engagements are structured as one-year agreements, with the flexibility to opt out with 60 days’ notice. This allows us to build consistency and provide meaningful support while still giving you flexibility if your needs change.