Do I have to change accounting software?

No. Work happens in whatever the business already runs, most often QuickBooks.

My books are a mess. Is that a problem?

It is the normal starting point. Clean-up is quoted separately and up front, and the monthly fee holds once the books are caught up.

Why is there no price on the site?

Scope drives it. Transaction volume, entity count, states, and the condition of the books all move the number. A 30-minute call is enough to scope it and produce a fixed price in writing.

FAQ

Straight answers.

What owners ask me before they hire anyone. If yours is not here, ask it on the call.

Getting started

Software, books, and fit.

Do I have to change software?: No. I work in whatever you already run, QuickBooks most often. I will not make you migrate systems to hire me.
My books are a mess. Is that a problem?: Almost nobody arrives with clean books. Clean-up is quoted separately and up front. Once caught up, the monthly fee holds.
I already have a bookkeeper.: Plenty do, and the books still cannot answer the questions that matter. Sometimes the fix is a restructure yours can run, and I will say so.
How small is too small?: A small operation with decent books does not need monthly accounting. The tax-only packages exist for that.
I am a contractor. Is this different?: Yes, enough that it has its own page. Job costing changes how the books have to be built.

Tax

Entity, timing, and the bill.

Should I be an S corp?: Depends on profit and what you pay yourself. It is one of the first things I check on a return review, and the answer changes as the business grows.
Should I buy the equipment before December?: Sometimes. Section 179 and bonus make it efficient in a strong year. It is also real cash out the door. Worth a call in November, not at filing.
Do you handle sales tax?: Yes, as part of the monthly engagement. The rules vary by state and it is one of the more common places I find exposure.
Who answers a notice?: I do. Correspondence with tax authorities is included in the year-round engagements.

Working together

Price, scope, and what happens next.

Why is there no price on the site?: Scope drives it. Transaction volume, entity count, states, and the state of the books all move the number.
Do you bill hourly for questions?: No. The fee is flat and includes talking to me. Owners billed per call stop calling, and then I hear about the big decision afterwards.
Do you do audits or reviewed statements?: No. If a bank or bonding company needs one, I will point you to a firm that does them.
What happens on the call?: Thirty minutes. Volume, entity structure, the state of your books. You get an honest answer on fit and a fixed price in writing.

See what it would cost you.

Thirty minutes, a real price in writing, an honest answer on fit. Or send last year's return and I will review it free.

Book a 30-minute call Prefer email? hello@stewardcpas.com