FAQs

Whether you're a small business owner, an individual taxpayer, or someone looking to enhance their financial literacy, our FAQ section is designed to address your queries and provide you with the information you need to make informed decisions.

Feel free to explore the categories below to find answers to your questions. And if you don't see what you're looking for, don't hesitate to reach out to our team of experts. We're here to help you every step of the way on your financial journey.

Asking the right questions is very important to any small business owner. If your goals are to build and grow your business, your accounting and tax team will be your most valuable asset.

1) How are you different than all other firms?

The firm you hire should be passionate about their processes and methods of how they will save you time and money. Their answers must provide specifics of their methods. Read reviews and gauge the enthusiasm of their clients.

2) How quickly do you respond to clients?

A major source of client frustration is the lack of responsiveness. A respected firm should be able to tell you how long it takes to return inquiries.

3) How large or small are you?

The firm you choose must be able to address all of your concerns. Regardless of whether a large or small firm, your concerns must address to your satisfaction.

4) Describe what you do for small business clients.

A clear process and schedule must be clearly articulated. You shouldn’t be the one asking the questions here.

5) What experience do you have working with business similar or mine?

Experience in your industry can be invaluable as they will understand industry-specific nuances and tax implications.

6) What is your fee structure?

Hourly, fixed fee, or a combination? Will you know how much you will pay per year or will it be constantly surprise (and frustrated) when I visit the mailbox?

7) How do you handle potential conflicts of interest?

Ensure the firm can maintain independence and integrity, especially if they offer additional financial services.

8) What is your approach to proactive tax planning?

A good firm should not just file taxes but also provide advice on tax-saving strategies and planning. Tax planning is a process requiring intimate knowledge of your bookkeeping and financial statements. Your firm must be involved in your bookkeeping and the production of your financials, and meaningful tax planning.

9) How do you ensure data Security and confidentiality?

Data protection is crucial. Ensure we have robust security measure in place to protect your financial information.

10) Can you handle my other accounting and tax requirements?

You may have other requirements such as new company incorporation and setup, payroll, investment planning and savings plan options, help to understand financial statements.

You run your business, and we’ll run your numbers. Contact us today for a free consultation to learn more about how our accounting and tax services can help your small business succeed.