Frequently Asked Questions

Our team provides expert guidance and practical solutions in audit preparation, accounting support and services for small businesses and non-profits.

We’ve got you covered:

What is the process for getting started with your services?

To begin, schedule a consultation with us to discuss your organization’s specific needs. We’ll assess your requirements and develop a customized service plan to achieve your financial goals.

Bookkeeping involves recording daily financial transactions, while accounting encompasses interpreting, classifying,  analyzing, reporting, and summarizing financial data.

We specialize in serving non-profit organizations, especially charter schools and Human Services organizations, and small businesses providing tailored accounting and financial management services to meet the unique needs of each sector.

We assist charter schools with the entire financial back-office function including budgeting, financial reporting, compliance with state and federal regulations, and strategic financial planning to ensure fiscal responsibility and support educational objectives.

We provide financial reports on a schedule that meets your needs, whether that is monthly, quarterly, or annually, ensuring you have timely information to make informed decisions.

Our fees vary based on the scope and complexity of the services required. We provide transparent pricing and will offer a detailed quote after understanding your specific needs during the initial consultation.

Yes, we offer QuickBooks setup, training, and ongoing support to help you effectively manage your financial records and streamline your accounting processes.

While we do not conduct audits ourselves, we can prepare your financial records and statements to ensure they are accurate and compliant, facilitating a smoother audit process with external auditors.