Frequently Asked Questions
What makes your services different to other firms?
Simple, we care…and we mean it!. As a trusted accountant advisor is my pleasure to always assist and guide my clients towards a successful path. I don’t just crunch number I enjoy building solid and long relationship. After all as a business owner myself I know how difficult is to find reliable and professional help .
How much professional education do you get annually?
With the tax code and interpretations of the code changing every year, continuing education is really essential. I average about 55 + CPE hours per year. The more I learn the better I can serve my clients.
Will I be able to afford your expertise services?
Our fees are reasonable and we try to work around our clients budget. The investment that you do in you company is a crucial financial decision and not hiring the right expert can hurt your finance on the long term. We do offer many benefits and savings compare to our competitors But then again we can’t compare apples with oranges…….our clients are content because they know their getting more value and personalized service.
Why is tax planning so important for small business?
Unfortunately, many small business owners ignore tax planning but planning is an ongoing process, good tax advice is a very valuable commodity. Reviewing your income and expenses monthly and meeting with your trusted accountant to analyze how can you can take full advantage of credits and deduction that are legally available to you. Tax strategies does work and this the main reason why so many companies are stable and financially sounded.
I just started my business..why should I hire an Accountant if I can do it myself?.
Accounting is a specialty profession; there’s a reason why people go to college for it. An experienced accountant understands the process and can execute it error-free, which is crucial because errors could have a monetary impact on your business. If you have no experience in accounting, it’s better to leave it to the professionals. You shouldn’t be spending your time figuring out accounting software and data entry. Instead, you should be focused on what you do best – building your business.
If you’re going to DIY accounting, you have to actually do it. It’s common for small business owners to choose to manage their own accounting needs. Unfortunately, it’s also common for small business owners to get distracted by all the other things they have to manage. It’s easy to put off recording receipts, invoices, etc. while assuming you’ll get to it “at the end of the month.” Suddenly, you realize that you don’t have time to calculate payroll, prepare financial reports, or reconcile your bank account. So you don’t actually end up doing your own accounting. Also, when your books are not in balance the financial report you view are inaccurate therefore you can’t file a tax return.
What kind of credentials do you have?
I am not a CPA but I do hold other credential such as:.
The Accredited tax Preparer (ATP) is a leading national credential for tax practitioners who have a thorough knowledge of the existing tax code and the preparation of tax returns with an expertise in comprehensive 1040 issues including supporting schedules, self-employed returns, and ethics.
A Certified Public Bookkeeper (CPB) license distinguishes a bookkeeper with a nationally accredited title and assures clients that the work provided by the bookkeeping service is based on education, experience and ethics
A QuickBooks Certified Proadvisor (CQA) are experts who have been tested and certified by Intuit on a range of QB products.
How many years of experience do you have?
I started working the accounting field since 2002 and then decided in 2004 to get into the tax profession.
Can you help grow our business and how?
Yes, I can help you by making sure we track all your investment and expenses and keep an eye on your company margins. How? with proper forecasting, budgeting and planning. However, the business owner cooperation and implementation is very important role as we work together and become a team.
What’s policy on returning phone calls and e-mails?
A common complaint often heard from consumers about their CPAs is about long wait for returned phone calls or e-mails. CPAs aren’t famous for their communication skills. We won’t’ make you wait for weeks… we always returned promptly calls and e-mail within 24-48 hours ys and that is a GUARANTEE!. ** excluding weekend and holidays**
Can you teach me or my staff in how to use QuickBooks?
Absolutely, knowing how to navigate in QB, set up your books, enter common transactions for your industry, recording AP, AR and reconciling your accounts, we will show you how to get reports you have always wanted and step by step. This is what our QB certified trainers can do for you!.