FAQ
The things people ask before they call. If a question is not here, it is a short conversation to get it answered.
Questions we hear most
If yours is not here, it is a short conversation to get it answered.
Do we have to move systems?Do we have to move systems to become a client?
No. We work in whatever your books already live in.No. We work in whatever your books already live in, and we only raise a move when staying put is costing you something.
Can you take just the tax return?
Yes. Returns are better when the same firm has seen the books all year, but plenty of clients start there.Yes, though we will be honest about it: returns are better when the same firm has seen the books all year. Plenty of clients start with filing only.
What if our books are years behind?
That is a cleanup.That is a cleanup, it is one of the most common things we do.
How does pricing work?
Agreed in an engagement letter before anything starts. A fixed monthly fee rather than hours, quoted once we understand the situation.Scope and fee are agreed in an engagement letter before anything starts, so you know the number in advance. Ongoing work is a fixed monthly fee rather than hours. We quote once we understand the situation, which is what the first conversation is for.
Choosing a firm
The questions that come up when someone is deciding whether to move.
What if we're between two stages?
Most businesses are. The stages are a way to start the conversation, not a form you have to fit. We'll tell you which parts of each apply to you.
What if we move up a stage mid-year?
The work changes, the people don't. We'd rather flag it early and talk about scope than quietly do more and surprise you on an invoice.
Can you take just one piece?
Yes. Plenty of clients start with a cleanup or a single filing season and add the rest later. Most clients use three or four.
Still have a question?
Ask it directly. We would rather answer it than have you guess.