Frequently Asked

Can I change plans at any time?

Yes. Changes will take effect on the first day of the following month.

How will you bill me?

We set up automatic payments on the first day of the month for services being provided that month. You can cancel anytime.

Are my services outsourced to another country?

Absolutely not! We are a USA company.

Am I locked into a contract? Can I cancel at anytime?

There are no contracts with us. When canceling, services will be provided up to the last day of that month.

Is this tax deductible?

Yes. Professional services are 100% tax deductible.

Do you do catch up bookkeeping?

Yes. Please call and speak with our team so we may quote you a price.



Your accountant is responsible for working out your asset, liability and capital account entries. They also prepare your tax returns and do all your tax calculations.


Your CPA oversees your bookkeeping team. CPA stands for Certified Public Accountant. CPAs hold the highest professional qualification in accounting.

Balance sheet

The monthly statement we send you that calculates your Assets (inventory and cash) and Liabilities. It gives you a snapshot of the financial health of your company.


These are the letters you receive from the IRS or State Agency about your tax and accounting. Your CPA will respond to the letters on your behalf.


Your bookkeeper is responsible for recording and classifying all your transactions. They also produce financial reports for your CPA to review.

Payroll Tax Return (Form 941 & 940)

You need to file this with the IRS every quarter to report your payroll taxes. (Included in our PAYROLL Service)


We record each of your bank transactions in the right category. You get all the data summarized in your Profit and Loss Statement.

Profit and Loss Statement (P&L)

The monthly statement we send you that sets out all your sales and expenses by category. It’s a quick and easy way to see how your company is performing.

Business Corporation Tax Return

You need to file this with the IRS every year to report your profit for tax purposes. (Included in our ENTERPRISE package or Corporate Tax Return Service)

Sales Tax Return

Your CPA team will handle the calculations to work out how much sales tax you owe each month. They will submit the sales tax return on your behalf.

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