Frequently asked questions

Small business owners and self-employed individuals with some complexity: multiple income streams, rental properties, a growing business, or a situation that has gotten too complicated to manage alone. The intro call is the right place to find out if it is a fit.

Fixed price per engagement, scoped upfront. You will know exactly what you are paying before anything starts. No hourly billing, no extra charges for questions along the way.

Only if something is not working. If calls go unreturned or you only hear from them at tax time, a 15-minute discovery call costs nothing.

Nothing needs to be shared during the intro call. It is just a conversation. Secure tools and CPA confidentiality obligations are explained before anything changes hands.

Yes. Fully remote. We work with clients wherever they are, as long as we can handle their specific state filing requirements.

It is free. 15 minutes, no pitch, no obligation. If it is not a fit, you will hear that plainly.

Bring it up on the call. It helps clarify what you are looking for and whether this is a good fit.

Probably, but not everything. Scope is clear from the start, and so is what would be referred out. You will hear it in the first conversation.

Every message gets a response. If the full answer takes time, you will get an acknowledgment and a timeline first. You will not be left waiting.

QuickBooks Online and Xero for bookkeeping, a secure client portal for document exchange and e-signatures, and Zoom for meetings.

Bring it up. Scope disputes are almost always preventable, which is why everything goes in writing before work starts.