Membership & FAQ

Become a member of our community and gain insights into your business’s financial landscape and get ready to grow!

Become a Member

Membership

You run your business all year around, so we know you’re busy enough as it is. Join our membership program and take some weight off of you shoulders; we’ll ensure that you have a clear financial picture in front of you whenever you need it.

Consult

  • Setup and clean up your books
  • Review your month's end reconcile work
  • Initial 1 hr consultation
  • Performance reports
  • Individual Tax Consultation

Manage

  • Everything from Consult
  • Accurate Bookkeeping
  • A/R management
  • Sale tax reporting*
  • State Annual Filing

Advise

  • Everything from Manage
  • Cash flow analysis
  • Annual business tax filing
  • Owner's individual tax filing
  • Direct line access
  • Tax Advisory
Request a free consultation
Have Any Questions?

FAQ's

Here are the commonly asked questions that people may have. If you have any additional questions, please feel free to contact us using the contact page. 

Yes, we offer 30 minutes of free consultation via virtual meeting or phone consultation to understand your needs and provide personalized information on what services we are able to provide.

We communicate with clients via email or text for information/documentation exchanges. We will host online meetings for consultation and advising. If the client requests an on site visit, it is case by case and an additional service charge may incur. 

Our memberships offer three levels of support and services. The pricing for each membership level is determined based on your business activities and the volume of services required. The price of each level of membership services also based on your business activities and volume of services we need to provide. 

During the free consultation, we will get to know each other and grasp the depth and scope of services needed for your company. Following the initial consultation, we will provide you with a tailored pricing proposal. 

Our membership program is connected to the direct debit sale receipt method via Quickbooks Online payment system which uses the payment method (bank or credit card) that you have signed and agreed on.

Clients should be able to provide information and documentation in a timely manner. While we strive to minimize the time we require from our clients, there are instances where certain information must be supplied by them. We anticipate that clients will furnish the necessary information promptly, enabling us to deliver the high-quality services to which we are committed and proud to offer.

We understand life happens, if you are not able to stay with the membership program, we kindly ask you to provide a minimum 30 day notice so we can finish up what needs to be done and close out your account properly.

* Conditions apply