FAQs
- If I decide to start working with you, what’s the next step?
Every new client will receive a free one-hour consultation for the purpose of creating a road map to give you what you need. As an example, if you have an existing business, we would establish a protocal for how our team would work with you and the way in which we would acquire the information that we need. If you don't have an accounting system, we would determine the accounting package that's necessary - either Quicken or QuickBooks and during the hour, we would come up with a plan of action. - Would you need to come to my office or can we work online or on the phone?
If it's a training session, we can usually work remotely using such software as Go-to-Meeting.
In some cases, regular or occasional office visits would be necessary. - What documents and records should I bring to our first meeting?
We would need to see everything that relates to your current methods for keeping track of your business such as check registers and the accounting program being used. In addition, we'll need to have the log-in information to access your online bank account records. - I run an S-Corporation...can I work with you?
We are very experienced with all business structures including S-Corps, C-Corps and LLCs. We also work with Non-Profits.