Membership & FAQ
Become a member of our community and gain insights into your business’s financial landscape with expert accounting and bookkeeping support — and get ready to grow!
Become a Member
Our Accounting and Bookkeeping Membership Options
Accounting and bookkeeping are essential parts of running a successful business. That’s why our membership service is designed to streamline your financial tasks, improve clarity, and free up your time so you can focus on growth.
Consult
- Setup and clean up your books to establish accurate accounting
- Review your month's end reconcile work so nothing is missed
- Initial 1 hr consultation to understand your needs and pain point
- Performance reports to help you track business health
- Individual Tax Consultation for better year around planning
Manage
- Everything from Consult
- Accurate Bookkeeping completed monthly
- A/R management for smoother cash flow
- Sale tax reporting* to keep you compliant
- State Annual Filing prepared and submitted
Advise
- Everything from Manage
- Cash flow analysis to improve financial decision-making
- Annual business tax filing
- Owner's individual tax filing
- Direct line access to your advisor
- Ongoing Tax and Accounting Advisory Services
Have Any Questions?
Frequently Asked Questions About Our Accounting and Bookkeeping Membership
Here are the most common questions people ask about our accounting and bookkeeping membership. If you have additional questions, please feel free to reach out through our contact page.
If you like to know more about small businesses tax rules, you can also visit the IRS small business page.
General Questions About the Membership
Do you provide free consultation Accounting and Bookkeeping Services?
Yes, we offer a free 30-minute consultation by phone or virtual meeting because we want to understand your needs and explain how we can help.
What kind of communication method do we expect?
We primarily communicate with clients by email or text to ensure quick and efficient information and document exchanges. We also host online meetings for consultations and advising.
What is the price for each level of membership?
Our three membership levels are priced based on the depth and volume of services your business requires. We’ll provide a tailored pricing proposal after a free consultation to determine your specific needs.
What is the payment method for the membership program?
Our membership program is processed through the direct-debit sales receipt . This system automatically charges the payment method—bank account or credit card—that you have authorized and agreed to when enrolling.
What are the requirement to stay in the membership program?
We strive to minimize client time, however, certain details must be supplied directly. Therefore, we expect clients to furnish necessary information and documentation promptly so that we can deliver the high-quality services we are committed to providing.
What If I would like to cancel the membership?
We understand that life happens. However, if you need to discontinue your membership, a minimum 30-day notice is required. This allows us to properly complete any remaining work and close your account.
* Conditions apply