Do I really need a CPA?

If you're a business owner, freelancer, or managing more than a basic W-2, a CPA can help you stay compliant, minimize your tax liability, and offer strategic insight into your finances. It's not just about filing taxes — it’s about making smart financial decisions year-round.

What’s the difference between a bookkeeper and a CPA?

Bookkeepers focus on recording financial transactions and maintaining accurate records. A CPA (Certified Public Accountant) goes further — offering tax strategy, financial analysis, compliance advice, and broader consulting to support your business growth.

Do you only work with businesses?

No. While we specialize in helping small to mid-sized businesses, we also work with individuals, independent contractors, and freelancers who need tax support or financial guidance.

What industries do you specialize in?

We’ve worked with clients across a wide range of industries including digital services, non profits, restaurants, and retail areas. If you're unsure whether we’re a fit, feel free to contact us — we’ll give you an honest answer.

Can you help clean up my books?

Yes. Whether you’re a few months behind or several years, we provide catch-up bookkeeping and cleanup services. We’ve handled everything from minor disorganization to major financial overhauls.

Do you help with IRS or state tax notices?

Absolutely. We review and interpret tax notices, help draft responses, and represent clients in communication with the IRS or state agencies. The sooner you bring us in, the better your options usually are.

How do your fees work?

We offer transparent, flat-rate pricing based on the services you need. No surprise invoices. After an initial consultation, we’ll provide a custom quote tailored to your situation.

What software do you use?

We primarily use QuickBooks but also support Xero, Wave, FreshBooks, and other accounting platforms. We can also help you migrate from manual spreadsheets to a proper system if needed.

How do I get started?

Simply schedule a free consultation or send us a message through our contact page. We’ll discuss your goals, evaluate your current setup, and explain how we can help — no pressure.

Do you offer virtual or in-person services?

We offer both. Most of our clients prefer virtual meetings via Zoom, email, and secure document portals. If you're local and prefer an in-person meeting, we’re happy to accommodate.