Frequently Asked Questions

Last updated: May 2023
Q: We only need 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: No, but we work with a network of other professionals who can assist you.


Q: Does your firm provide audit services?

A: No, but we work with a network of other professionals 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: 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.


Q: What types of clients do you work with?

A: We work with Venture Backed Pre-Seed to Series A/B/C  Tech Startups in the following industries: SAAS, E-Commerce, Biotech/Medtech, Fintech / BAAS, Insuretech, Marketplaces, Web3. We form an important part of a technology company’s back office. 


Q: What experience do your accountants have?

A: Our accountants have extensive experience working with tech startups. Each member of our staff has at least Undergraduate Degree in Accounting,  QuickBooks Pro-Advisor certification, and Gusto People Advisor Certified. 


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 is your policy on confidentiality?

A: We take client confidentiality very seriously and have strict policies in place to ensure the protection of our client’s sensitive information. We use various cybersecurity measures, including multifactor authentication, and use best-in-class technology solutions, to protect our clients.