Q: We only need the Corporate taxes completed. Is there a package for that?
A: Yes, we offer tax-focused packages for every stage. Click here to learn more.
Q: Does your firm prepare personal taxes (1040)?
A: We assist founders with their 1040s and assist with tax planning around their equity compensation. Click here for more information.
Q: Does your firm provide audit services?
A: No, but we work with a network of other professionals and audit firms (large and small) who can assist you.
Q: If I sign up for monthly accounting, is it an annual commitment?
A: Our contracts are 1-year terms, but you can cancel anytime with 30 days’ notice.
Q: Do you assist with 409A valuations?
A: We don’t issue 409A Valuations; however, we do help our clients find providers and assist with the entire process.
Q: Do you handle accounts payable (AP), accounts receivable (AR), bill pay, or invoicing?
A: Yes. AP/AR tracking is included in our monthly subscription. Bill pay, invoicing, and full AP/AR management are available as add-on services, supported by tools like Bill.com and Ramp. Learn more about our pricing
Q: I just have some basic startup questions. Can you answer them?
A: Yes, you can book a 1-hour consultation. Click here to book.
Q: Do you provide any discounted rates for my startup, which we just launched?
A: Yes, we offer a 3-month discount on our pre-seed package of $100/month for first-year contracts. Click here to learn more about our pricing
Q: What services do you provide?
A: We provide a wide range of accounting services, including bookkeeping, tax preparation, financial statement preparation, payroll processing, advisory services, and more.
Q: How much do you charge for your services?
A: Our fees vary based on Growth Stage and Service Required. We offer competitive pricing and are always transparent about our fees. ShayCPA.com/Pricing
Q: What types of clients do you work with?
A: We work with Tech-Enabled and Venture-Backed pre-Seed to Series A/B/C Tech Companies in the following industries: SAAS, AI/ML, e-commerce, life sciences, including Biotech/medtech, Fintech / BAAS, Insuretech, Cleantech, Marketplaces, and Web3. If you don’t see your industry listed here, reach out to us in any case. In our 10+ years of experience, we have worked across multiple industries.
Q: Do you support US + international structures?
A: Yes. Many of our clients operate with both U.S. and international structures—for example, offshore parent companies owning U.S. C-corporations, or U.S. companies with overseas branches or subsidiaries. Our expertise lies in how these international connections impact U.S. tax and accounting compliance. We collaborate with your cross-border accountants and legal representatives to ensure accurate U.S. Tax Compliance.
Q: Do you replace our current bookkeeper, or can you work alongside them? Can you also work with our investors or prior firm?
A: While many clients choose to work with us exclusively, we also collaborate with other vendors when needed; for example, if your current provider handles payroll or has specialized knowledge in a specific area. We’re flexible and can tailor our role to fit your needs. We frequently work with internal finance teams who just need some additional external support. This includes collaborating with fractional CFO’s, Heads of Finance/ FT CFO’s, Controllers, Operations Managers, and Chief of Staff, for example.
When it comes to investors, if you’re at the stage where formal investor reporting is required, we can prepare and deliver the necessary financial reports to meet those obligations. We’re also experienced in coordinating with prior firms to ensure a smooth transition.
Q: What experience do your accountants have?
A: Our accountants have extensive experience working with tech-enabled businesses and VC-backed tech companies. Each member of our staff has at least an Undergraduate Degree in Accounting, QuickBooks Pro-Advisor certification, and Gusto People Advisor Certification. We have multiple members of our team who also hold CPA licenses.
Q: Do you offer corporate financial planning services?
A: Yes, we offer Advisory Services. Through our Fractional CFO Advisory Service, we provide financial modeling, budgeting and forecasting, reviewing metrics and KPIs, Cash flow forecasting, implementing technology impacting your financial operations, and more.
Q: Can you help me with my corporate tax planning?
A: Yes, we can help you with corporate tax planning to minimize your company’s tax liability and maximize your tax savings. This includes estimated tax planning and assistance with tax credits available at the State/Local and Federal levels.
Q: Do you offer QuickBooks support?
A: Yes, we provide QuickBooks support to assist clients with their accounting software needs. Most of our clients use QuickBooks Online, and we have experience doing conversions from other platforms into QuickBooks.
Q: How do I get started with your services?
A: Simply contact us to see if you are a good fit for our services. If you are, we will schedule a free 40-minute consultation to discuss your specific accounting needs and how we can help you.
Q: How often should I expect to hear from you?
A: We communicate regularly with our clients to keep them informed of their financial status and any relevant updates or changes.
Q: What’s the onboarding timeline, and what do you need from us?
A: The onboarding timeline depends on your company’s stage and complexity. Early-stage companies can typically be onboarded within a few weeks to one month. For Seed and Series A companies, which often involve more complex structures or a handoff from a prior accountant, onboarding usually takes up to two months before ShayCPA fully takes over.
During the initial process, we’ll request limited access to your accounting, payroll, spend management, and banking systems, along with any relevant historical records, so we can ensure a smooth transition.
Q: Which systems do you support? Do we require QuickBooks Online?
A: No, QuickBooks Online is not required to work with us. ShayCPA has experience and knowledge with a wide range of accounting platforms, including QuickBooks, Xero, WaveApps, Puzzle, Campfire, and Rillet. If you already have a system in place, we can work with it. If you’re at the early stages, we can recommend the best option tailored to your company’s current and forecasted needs. If we don’t know your specific accounting system, we are always open to learn.
Q: What is your policy on confidentiality?
A: We take client confidentiality very seriously and have strict policies in place to ensure the protection of our clients’ sensitive information. We use various cybersecurity measures, including multifactor authentication, and use best-in-class technology solutions to protect our clients.