We’re here to help with your accounting, bookkeeping, and financial strategy needs. The best way to start is by scheduling a free consultation directly on our calendar below. You can also reach out via phone or email. We look forward to connecting with you!
We know taxes, bookkeeping, and accounting can feel overwhelming. Here you’ll find answers to some of the most common questions we get, along with blog posts that dig deeper – all in plain English, no judgment.
Just bring what you have! We’ll guide you through what’s needed step by step. Generally, it’s your basic financial records, like bank statements or previous tax returns. Don’t stress if you’re behind or unsure. We’re here to make it clear.
Yes! We work with clients all over the U.S. and even internationally. Whether you’re in Florida or working remotely from anywhere, we can help.
We are Certified QuickBooks ProAdvisors and Xero Partners. We also frequently work with Gusto, OnPay, and Pistus. Additionally, we have experience with platforms like Sage Intacct and various other systems. Reach out and let us know what software you’re using; chances are, we’re familiar with it!
Bookkeeping is the day-to-day tracking of your transactions. Accounting takes those numbers and turns them into the big-picture story of your finances.
Can you help if we haven’t filed taxes in a few years?
Yes, we can discuss options that work for you during your consult.
You can book your free consult here. It’s quick and easy.
We use secure, encrypted systems to protect your data. Your privacy and confidentiality are our top priorities.
We work with businesses of all sizes – from solo freelancers to larger teams. Our approach is personal and tailored to you, no matter your size.
Yes! Our work is inclusive and welcoming to all. If you prefer not to focus on that in your business, that’s fine too – our priority is to meet your needs.
This is a key diligence question from the IRS, asked directly on your business tax return (Schedule C). We are required to ask if you made payments that would necessitate filing Form(s) 1099 and if you have done so. Asking this ensures your return is accurate and compliant, helping you avoid potential penalties for failing to report payments. It’s a standard part of our thorough process to keep your business in good standing. You can learn more in our Guide to Issuing 1099s.
We’re here to make things simple, clear, and stress-free. We’ll start with a conversation to learn about your goals and concerns. From there, we’ll create a plan that makes sense for you – no judgment, no nonsense.
