Frequently Asked Questions
We offer a comprehensive range of accounting services designed to meet the unique needs of your business. For a full list of our services, you can explore our offerings here.
We typically start with an hourly rate as we get to know your business and understand your specific needs. This allows us to provide a more tailored service and ensure we’re covering all the details as we work together.
As we become more familiar with your operations, we would love to transition to a flat-rate pricing model. This would provide more predictability for both sides, offering a fixed fee for ongoing services once we’ve established a clear understanding of the scope and requirements of your work.Getting started is easy, and we’re here to guide you every step of the way! Here’s how the process works:
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Complete the Form: Start by filling out the form on our website to give us the details we need.
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Initial Call: We’ll schedule a call to discuss your business, understand your needs, and answer any questions you may have.
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Sign the Agreement: Once we’ve covered everything, we’ll send over the agreement for you to sign.
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Onboarding & Discovery: We’ll walk you through the onboarding process and any initial cleanup or discovery work that needs to be done.
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Ongoing Services: Finally, we’ll set up your recurring services (monthly or quarterly) to keep your accounting on track.
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Yes, our sister company, DJE Advisors, specializes in both personal and business taxes. Whether you're looking for assistance with individual tax filings or navigating business tax complexities, their team is ready to help.
For more information, visit their website.We work with a wide range of industries, but our focus is on helping professional service businesses thrive. Whether you’re in law, consulting, healthcare, or another professional field, we understand the unique challenges and opportunities these businesses face.
Communication is a top priority for us. We strive to respond to all inquiries within 24 hours, ensuring you're always in the loop and have the support you need when you need it.
We primarily work with clients using QuickBooks Online (QBO) as our preferred accounting software. While we’ll set everything up and manage the software on your behalf, you may also have access to QBO to review your financials as needed.
To ensure the best workflow and minimize billable hours, we’ll need full access to your QuickBooks Online (QBO) account, as well as limited access to your banking and credit card accounts. Additionally, access to any other third-party financial platforms you use will help us manage your financials efficiently.
We strive to provide monthly and annual reports within 10-15 days after the end of each month, ensuring you have timely insights into your financials.