FAQ
What is the first step?
We always begin with a "Let’s Talk Session." This is a no-pressure conversation to understand your situation and determine the right level of support.
What if my books are behind?
We offer clean-up and catch-up services to restore accuracy and clarity before moving into ongoing support.
Do you work with federal and non-federal grants?
Yes, we support organizations managing federal, state, and private grant funding, each with its own specific reporting requirements.
How is grant accounting different from regular bookkeeping?
It requires detailed tracking by funding source and strict compliance with allowable costs. It is more specialized than standard bookkeeping to meet funder requirements.
Do you help after the S-Corp conversion is complete?
Yes. Support doesn’t end with the election. We help you handle new responsibilities like payroll and ongoing reporting to keep you compliant.
Advisory and S-Corp Questions How do I know if an S-Corporation is right for me?
We start with a clarity conversation to understand your income and goals. Not every business benefits, so we review your specific situation before recommending it.
How do accounting and taxes work together?
They are closely connected. Our bookkeeping supports accurate tax preparation and informed advisory conversations, reducing stress during tax season.
Tax Services Questions Why is bookkeeping important if I have a tax preparer?
Clean books are the foundation. They make tax preparation smoother, reduce errors, and help you make informed decisions year-round, not just at tax time.
Why do you require bookkeeping for accounting services?
Reliable accounting depends on accurate data. We require bookkeeping to ensure your information is accurate, reports are trustworthy, and tax-time stress is reduced.
General Accounting Questions What’s the difference between bookkeeping and accounting?
Bookkeeping records activity (income, expenses), while accounting interprets data, ensures compliance, and offers insight. You need both for clarity.