FAQ
1. About Our Firm & Service Process
What services does your firm offer?
We specialize in Inventory & Cost Control, Tax Preparation and Planning for Small Businesses, Monthly Bookkeeping, and Financial Consulting.
How do I get started as a new client?
The first step is to schedule a free initial consultation through our website or by calling us at +20 100 557 3499. During this meeting, we’ll discuss your specific needs, assess how we can best help, and provide a clear quote.
What is your fee structure?
Our fees are typically structured as flat monthly retainers, fixed project fees, or hourly rates, depending on the service complexity and your preference. We provide a detailed quote before any work begins, so there are no surprises.
What accounting software do you use?
We primarily work with [e.g., QuickBooks Online, Xero, and Sage] as well as many industry-specific software solutions. We can also help transition you to a more efficient platform if needed.
How does virtual communication work?
We utilize a secure, encrypted client portal for document exchange. We also communicate via phone, email, and scheduled video conferencing to ensure efficient service delivery.
Are you licensed and insured?
2. Tax and Bookkeeping Specifics
What is the deadline for providing my tax documents?
We request all necessary tax documents be submitted through our secure client portal by [Specific Date, e.g., March 1st] to ensure your return is filed accurately and on time, including any necessary extensions.
What documents do I need for tax preparation?
Generally, we require all W-2s, 1099s, investment statements, mortgage interest statements, and documentation for all deductible expenses. After you onboard, we provide a detailed, customized checklist.
How often should I do my bookkeeping?
We strongly recommend monthly bookkeeping to ensure your financial records are accurate, up-to-date, and ready for tax season. Timely bookkeeping also gives you better insight for making smart business decisions throughout the year.
I'm behind on my books. Can you help?
Absolutely. We offer specialized cleanup and catch-up services to bring your records current, organized, and compliant. We will discuss the scope of work and a fixed price for the project upfront.
What is the difference between a CPA and a Bookkeeper?
3. General Disclaimers and Legal
Does the advice on your website count as professional advice?
No. The information on this website, including in this FAQ, is for general informational purposes only. It is not a substitute for personalized, professional advice. You should always consult with our team or another qualified professional before acting on any financial or tax information.
Will you represent me in an audit?
For clients whose tax returns we prepared, we generally offer audit assistance. The terms of representation (scope and fee) will be covered in your separate Client Engagement Letter.
Do you handle payroll?
Yes, we offer full payroll processing services, including calculating wages, withholding taxes, filing payroll reports, and handling year-end W-2 and 1099 forms, often through a preferred third-party provider.
Is my data secure?
Yes. We use a secure, encrypted client portal that meets industry standards for financial and tax data. We never share your information without your express written consent, as detailed in our separate Privacy Policy and Terms & Conditions.