FAQ's

Do you only work with quickbooks online?

We also work with Intuits new Enterprise Suite.  We are currently exploring Digits.com.

What happens if I get behind on my taxes?

First priority is getting your books in order. Consider hiring an outside CPA to represent your interests, especially if facing an audit. Remember, delays in tax payment may trigger an IRS audit.

Will you collaborate with my CPA for tax filings?

Absolutely! We maintain open and effective communication with your CPA to ensure accurate tax filings.

How do I ensure confidentiality and security in my financial dealings?

Our practices are designed with security in mind. We follow strict confidentiality protocols and use industry-standard security measures. For detailed information, please refer to our security questionnaire.

What payroll systems do you recommend?

We recommend Patriot Software & ADP for payroll solutions. Each has unique strengths depending on your business needs.

Can you teach me how to manage my small business finances and taxes?

Yes! Our Rising Star program is specifically designed for small businesses earning between $25k and $100k annually, offering comprehensive guidance in financial management and tax planning.

What construction project managment software do you have experience with?

We currently work with BuilderTrend and JobTread platforms. 

What receipt management software do you recommend? 

We love Adaptive.Build & Dext.com for your Receipt Management and Accounts Payable processing.  While they both cater to the needs of Construction Accounting,  Adaptive was specifically engineered for the industry.

Still have questions?
Let’s talk it through.

Every business is different—book a quick call and we’ll figure out what kind of support makes sense for you.

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