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Frequently Asked Questions

We specialize in bookkeeping, tax preparation, financial reporting, and advisory services for small businesses. Our expertise includes working with real estate investors, property managers, mental health professionals, and construction companies.

Accurate bookkeeping helps you track income and expenses, prepare for taxes, and make informed business decisions. Without proper financial records, you may miss tax deductions, mismanage cash flow, or run into compliance issues.

We specialize in real estate investors, property managers, mental health practices, and construction companies because we have personally run and managed businesses in these industries. However, we also work with all types of small businesses and investors. Our experience spans dozens of industries, allowing us to provide expert bookkeeping and financial management tailored to your unique business needs. If you’re a small business owner or investor looking for reliable financial support, we’re here to help!

 
 

Yes! If your books are months (or even years) behind, we can reconstruct financial records, categorize transactions, and ensure everything is tax-ready.

  • Bookkeeping: Tracks daily financial transactions, reconciles accounts, and organizes financial records.
  • Accounting: Uses bookkeeping data to create financial reports, analyze business performance, and plan for taxes.
    We provide both services to help your business grow.

Yes! We primarily use QuickBooks Online (QBO) but also work with Xero, Buildium, AppFolio, and other industry-specific software.

How do you price your bookkeeping services?

Yes! We offer tax preparation, tax strategy, and filing services to help you maximize deductions and stay compliant with IRS regulations.

Simply schedule a free consultation to discuss your needs. We’ll assess your current financial setup and recommend the best solutions for your business.

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Yes! We work 100% remotely, allowing us to serve clients nationwide while providing real-time financial insights.

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e bring over 35 years of public practice experience to our clients. Our firm is a family business and we are proud to have five family members working with us. Reliable services targeted to clients
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