These FAQs will help you understand our process, services, and how we can support your financial success.
Managing your finances comes with plenty of questions, and we’re here to provide the clarity you need to move forward with confidence. Explore our FAQs to learn more about our bookkeeping and accounting services, what to expect, and how we can help make financial management easier.
How do I get started or request a consultation?
You can schedule a consultation via our convenient web form or by calling our office directly at (919) 300-6421 to get started with an initial discovery call, which allows us to learn about your needs and determine how our services can best support your goals.
Do you offer hourly rates or fixed monthly pricing?
Our services are billed at an hourly rate. We only have a 1 hour per month minimum requirement to be a client. This makes our services affordable for even the smallest or newest company.
Why should I choose your team over a nationwide provider?
Do you work with or specialize in specific industries?
We are proud to serve a diverse range of local businesses, including restaurants, consultants, property management and construction. We maintain adaptable systems that can provide organized, professional financial oversight for any industry.
My books are currently a mess — can you help?
Absolutely – we specialize in “clean-up” bookkeeping, so if you haven’t looked at your books in a while, we’re here to help. We’ll work with you to reconcile past accounts, clean up data, and get you back on track.
Is my financial data safe with your firm?
Client data security is a top priority, and we use bank-level encryption as well as secure platforms like QuickBooks Online to ensure your financial data is protected and backed up.
What accounting software do you use?
Our team is proud to be QuickBooks, Xero and Appfolio specialists. These programs are robust enough to meet the needs of our diverse clients while also being user-friendly enough for small business owners. This allows for real-time collaboration between our team and your business, making the process smooth and simple.
How often do you provide financial reports?
We offer monthly financial statements, which include your Balance Sheet and Profit & Loss. These monthly reports give you a clear idea of the status of your business performance and allow you to make strategic, data-driven decisions.
Will I still have control over my bank accounts?
Of course — we require “view only” access to statements, which allows us to perform reconciliations. Our team will not have access to move money or withdraw funds, so your assets remain fully under your control.
Can you help me migrate from paper ledgers to the Cloud?
Absolutely. Our team can manage your digital transfer and migrate your manual or desktop processes to a streamlined, cloud-based system, saving you hours of manual entry time.
Do you handle all types of taxes?
We focus on Sales & Use tax services. We do not file income tax returns, but we are here to ensure your sales records are organized and ready to pass along to your CPA at the end of the year.
Do you work with e-commerce businesses?
Yes, we serve both brick-and-mortar storefronts as well as online stores and can help you navigate the specific rules that apply to your unique model.
Can you help me determine what items or services are taxable?
Yes, and we know that this is one of the hardest areas for new businesses. Our team will guide you through categorizing your offerings based on the NC taxability rules, ensuring your invoicing is correct from day one.
Can you help me if I am being audited by the state?
While we are not a CPA firm and cannot fully assist with audits, our team can work with your CPA to provide detailed document trails and reconciled reports, which auditors will be looking for.