Take your tax practice to the next level

We let clients know that we are in partnership with your tax firm but that we are a separate entity focused on bookkeeping. We make it very clear that we do not complete any tax filings.

No, you can cherry pick who we work with. In most cases, after a few clients have moved over our Tax Pro’s usually decided life's pretty good partnering with us and continue transferring even their closest clients.

We first assess the core cost of expert bookkeeping as a pure admin function, then we attribute a value to the optional work we do beyond that basic function based on our estimation of the impact we are able to achieve.

Absolutely, in fact this is currently the most common reason an accountant starts a relationship with us. We help move things forward so you can get on with the tax filings. If the client is responsive we can get years completed accurately with a very short turnaround time.

This is tailored depending on your desired level of input. Usually, we keep you out of the weeds and loop you in on anything we know important to you via email, phone and scheduled client review meetings.

An easier question would be what software don’t we use? Working closely with a wide range of clients in a variety of industries we have worked with everything from complex excel spreadsheets to proprietary accounting software. That said, we generally work with Quickbooks or Xero users.