Frequently Asked Questions

The best way to keep track of your books is whatever method you will actually focus on. If you do better with an Excel file or random app, use what you will keep up with. However, we often recommend that our clients to use Quickbooks. It is fairly simple and built for the non-accountant. It also has features for automatic downloads from your bank and can be viewed on your phone. In addition, as you grow your business there are many third party softwares that integrate with Quickbooks.

To start a business you need to determine what structure you will use and then:

  • Register with the Secretary of State
  • Set up an IRS Tax Employer Identification Number
  • Draft an operating agreement
  • Setup bank account
  • Start rocking and rolling

Individual – April 15
Partnership / Corporations – March 15

  • April 15
  • June 15
  • September 15
  • January 15

For each client, we develop a customized service plan and provide you the prices in advance. We develop our prices based on the level of complication and needs for each client. We are straightforward in our cost structure and allow you to determine what combination of services best meets your needs and affordability.

You can pay with a voucher or you can pay online by going to