Frequently Asked Questions
Most of our offerings scale across individuals and various size firms, from large corporations to sole proprietorships.
We have expertise in various software applications, such as Oracle, SAP, Tableau, QuickBooks, Zoho, and Xero. Additionally, we conduct spreadsheet modeling in Microsoft Excel and offer Excel training.
We specialize in operational accounting, business finance, advisory services, and tax preparation for individuals and businesses of all sizes. We do not provide attest services.
We specialize in operational accounting, business finance, advisory services, and tax preparation for individuals and businesses of all sizes. We do not provide compilation or review services.
We specialize in operational accounting, business finance, advisory services, and tax preparation for individuals and businesses of all sizes. We do not prepare external financial statements.
Changing the deliverables of an agreed-upon engagement is accomplished by agreeing on new terms and signing a new engagement letter.
We use a secure portal for transmitting information between our firm and our clients. In addition, we maintain and adhere to a firm policy governing data security based on guidance provided by the Internal Revenue Service.
Our commitment is to respond to questions the same day they are asked. If more research is needed, we specify the steps we will take and the time needed to answer the question fully.
Most of our offerings scale across various size firms, from large corporations to sole proprietorships. However, we do not offer income tax or payroll tax services to clients organized as Corporations at this time.
We have experience with various software packages, including Oracle, SAP, Tableau, QuickBooks, and others. We also do spreadsheet modeling in Microsoft Excel.
No. We focus on operational accounting, business finance, advisory services, and tax. We do not perform any attest services.
No. We focus on operational accounting, business finance, advisory services, and tax. We do not perform any compilations or reviews.
No. We focus on operational accounting, business finance, advisory services, and tax. We do not prepare external financial statements.
Changing the deliverables of an agreed-upon engagement is accomplished by agreeing on new terms and signing a new engagement letter.
We use a secure portal for transmitting information between our firm and our clients. In addition, we maintain and adhere to a firm policy governing data security based on guidance provided by the Internal Revenue Service.
Our commitment is to respond to questions the same day they are asked. If more research is needed, we specify the steps we will take and the time needed to answer the question fully.