Frequently Asked Questions

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GENERAL

How much do your services cost?
Because we customize our services to meet your accounting, bookkeeping, tax and payroll needs, the costs are dependent upon how often and how much of our services you need and utilize. A little or a lot... our services are affordable for any small business to mid-sized corporation. Get a Quote today. Use form at right --->
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What types of companies do you work with?
We work with many industries from professional service providers to manufacturers, from retail to restaurants, from distributors to online commerce companies of varying sizes from solo-preneurs and home-based businesses to 100+ employees locally or in multiple locations.
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Do you come to our office?
Depending on your needs, we can perform accounting, bookkeeping, training and consulting services onsite or remotely. Typically, our initial engagement with you will require onsite review, however, once we have become part of your team, we can make periodic visits, but work remotely most of the time to keep your costs down. But again, we will customize your accounting program to accommodate your needs and schedule.
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How can I get my files to you?
We have an online upload area where you can transfer your electronic files to us once you are a client and set up as a user. To transfer files, click here and enter your username and password.
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What is a Certified Quickbooks Pro Advisor?
Certified QuickBooks ProAdvisors are independent CPAs, accountants, bookkeepers, computer consultants and trainers who work with small businesses and who have completed a rigorous and comprehensive QuickBooks curriculum developed by Intuit®. They understand the challenges you face and can offer guidance on everything from complex accounting questions and payroll interpretation to mastering advanced features of QuickBooks. ProAdvisors have taken a 3-part QuickBooks Certification course and have successfully completed comprehensive testing.
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ACCOUNTING SOFTWARE

Will you install my accounting software?
Yes, of course. Our team will even help you choose the best software solution for your accounting and bookkeeping needs.
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What can I do if the accounting software I'm using is outdated or wrong for my business?
No worries. Once we've had the opportunity to look at your current system, we can make recommendations for the best accounting software for your needs, get you our best pricing on the accounting software, install it and then convert your data into the new system.
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Can I get Quickbooks software through you?
Yes. And as Quickbooks Certified ProAdvisors, we are able to get the best pricing for you. Click here for more information or call 760.726.9095 or email us for more information.
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TRAINING

Can you show my staff how to keep better books?
Absolutely. Many of our clients have someone in-house who does the daily bookkeeping: Accounting payable, accounts receivable, purchase/sales orders, invoicing, receipt entering, reconciling, etc. If they are educated and trained properly, when we do your reporting, consulting and the next step up accounting, you get accurate numbers. Conversely, if they are not well-trained, we would need to correct errors and clean up your data before being able to give you the reports and advice you need. If we are not doing your bookkeeping for you, we highly recommend ensuring that you allow us to train your staff properly.
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TAXES

Do you do taxes? If so, what kind?
Yes. We are certified tax preparers who can perform tax preparation for both individuals and businesses. Are you ready? Give us a call today! 760.726.9095
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When do I have to file my taxes?
Check out our tax tools page for details.
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PAYROLL

Do you take care of all the payroll tax requirements for reporting?
Yes. Our payroll service submits all reports and meets requirements on your behalf. Any reports you would need to see, print or review are available online.
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How much does your payroll service cost?
Payroll service fees, much like our customizable accounting, bookkeeping and tax services, vary depending on your needs, how many employees you have, how often you pay your staff, etc.
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I already have a payroll service... isn't it a hassle to switch?
Many companies, once with a payroll service, hesitate to switch because they think it will be a hassle. Actually, we would just need to see your current reports, pull the information from there, pre-complete some forms and stop by your office for your verification of the data and to get your signature. We make it as simple as possible.
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