General Questions
We prioritize communication in the manner that best suits your preferences! While email serves as our primary mode of communication, we’re flexible and available for phone calls or Zoom meetings when necessary. Additionally, if you prefer to keep your email inbox uncluttered, you can reach out to us via text. Your convenience and comfort in communication are our top priorities.
While we prefer to use a fixed fee model wherever possible. There are however instances where it makes more sense to stick to an agreed-upon hourly rate for particular types of projects. Ones where there are multiple unknown variables involved (such as a multi-year bookkeeping). Of course we are open to discussing the use cases of hourly billing.
ABSOLUTELY! While our operations primarily operate remotely, we understand the value of in-person interaction for certain engagements. Thus, we offer in-person services tailored to your needs and preferences. Whether you require on-site consultations, training sessions, or other personalized support, our team is prepared to accommodate your requirements. Contact us to discuss how we can best meet your needs through our in-person services.
Ensuring your security is paramount to us, and we employ several measures to safeguard you and your business:
• We stay abreast of security developments, conduct internal audits, and provide regular updates and training on security protocols.
• To minimize risk, we recommend sharing only necessary credentials with us at the outset of our engagement. Any credentials provided are securely stored using our encrypted LastPass Enterprise password vault.
• We prioritize security by utilizing 2FA wherever feasible and employing secure file sharing platforms to mitigate the risk of compromised email transmissions.
• Our commitment extends to assisting you and your team in enhancing internal control processes, identifying potential risks, and implementing solutions to bolster your operations’ security posture.
Accounting & Finance Service Questions
Absolutely! We understand the frustrations that come with inaccurate or incomplete data. Few things are as satisfying as organizing historical data, allowing us to start afresh together with a clean slate. Additionally, we’re delighted to collaborate with you on establishing a tailored Chart of Accounts that aligns perfectly with your industry and unique business requirements.
Certainly! At the heart of our service is our expertise in QuickBooks. As part of every onboarding project, we allocate dedicated training hours to ensure you and your team grasp the essentials of your accounting system. Rest assured, we’re committed to providing ongoing support, ready to address any queries that may arise along the way.
Absolutely not – you remain in control! Our role is to serve as your trusted business partner, providing you with access to the latest and most precise business data and advice. With our support, you’ll gain more time to focus on growing your business, strategizing for the future, and pursuing your passions within your business, rather than constantly reacting to administrative demands.
We’re proud to maintain strong, enduring partnerships with esteemed CPAs and auditors within our industry, and we welcome the opportunity to include your CPA/auditor among our trusted network. In addition to delivering meticulously organized books for your tax preparer annually, we’re committed to ongoing communication with them as needed, addressing any queries that may arise throughout the year. Our collaborative approach ensures seamless coordination between our services and those of your CPA/auditor, ultimately contributing to the success of your financial endeavors.
Billing Questions
The conventional billing approach in professional services has long relied on charging clients based on hourly rates. However, we view this method as outdated, lacking a focus on customer service and efficiency. With our fixed-fee model:
• You’ll always have clarity on costs upfront, with the chance to review and discuss the agreement before we commence any work. Should additional tasks arise beyond the initial scope, we’ll present a new proposal for your consideration.
• By shouldering the risk, we align our interests with yours as a business partner. This means you won’t face unexpected charges for exceeding estimated hours, and we’re motivated to streamline processes for mutual benefit.
• Our fixed-price agreements foster open communication, eliminating concerns about reaching out with queries due to potential billing surprises. They also include ongoing support and scheduled review sessions, reinforcing our commitment to becoming your trusted advisor through transparent collaboration
While we prefer to use a fixed fee model wherever possible. There are however instances where it makes more sense to stick to an agreed-upon hourly rate for particular types of projects. Ones where there are multiple unknown variables involved (such as a multi-year bookkeeping). Of course we are open to discussing the use cases of hourly billing.
We ensure continuity and alignment with your fiscal year by structuring our engagement terms accordingly. Additionally, we conduct an annual review to assess factors such as pricing, service levels, and overall satisfaction. However, we understand that circumstances may change before the review date arrives. Should this occur, we encourage open communication and are ready to accommodate adjustments to fit your updated budget or address any concerns you may have. If you decide to disengage entirely, rest assured, we’ll facilitate a seamless transition of information and responsibilities to your team or new accountant. Your satisfaction and success remain our utmost priority throughout the engagement process.