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General FAQs

How do I know which plan is right for my business? 

Each tier is designed around how much support you need:

  • Essentials is best for businesses that want accurate, compliant books without ongoing advisory.

  • Enhanced is ideal for business owners who want monthly clarity, owner payroll support, and proactive tax planning.

  • Comprehensive is perfect for multi-layered or fast-growing businesses that benefit from weekly bookkeeping, team payroll, and high-touch financial guidance and advanced tax planning.

If you're unsure, we’ll review your setup together and recommend the tier that best supports your goals.

Can I upgrade or downgrade later?

Yes. You’re not locked into the same tier forever. Your services can be adjusted as your business evolves. We’ll work together to make sure you are always at the right level for your needs.

What’s included in “Clean & Accurate Books”?

This means your books are:

  1. Properly categorized

  2. Reconciled to your bank and credit card statements

  3. Adjusted for owner distributions, reimbursements, and depreciation

  4. Prepared for tax filing without surprises

Every tier includes compliant, accurate books, what changes is how often and how much support you receive.

What’s the difference between advisory and bookkeeping?

Bookkeeping keeps your books accurate.
Advisory helps you interpret the numbers and make confident decisions.

  • Essentials → No advisory

  • Enhanced → Monthly guided review + key metrics

  • Comprehensive → Monthly strategy call + advanced insights

What is the response time for questions?

  • Basic: within 3 business days

  • Growth: within 2 business days

  • Scale: same-day response

You'll always receive reliable, timely communication tailored to your service level.

How do we communicate?

You’ll have access to your secure client portal, which supports:

  • Email-style messaging

  • Document requests

  • Uploads direct to your personal portal

  • Optional SMS (text-like) notifications

Email is also available, but the portal ensures the quickest response and keeps your information organized and secure within your individualized portal.

What if I hire employees later?

If you add employees, you need to add payroll, or your existing payroll needs change. This may mean a modification in your plan. We will talk through your options before any changes occur.

Do you prepare my taxes with these plans?

Your tax preparation is not included in the monthly plan but is available as an add-on service. Your books will be kept tax-ready throughout the year, making tax filing smooth and efficient.

Essentials Plan FAQs

What kind of business is Essentials designed for?

Essentials works best for:

  • Solo owners

  • Simple operations

  • Businesses that don’t need monthly bookkeeping or payroll

  • Those who prefer quarterly visibility over monthly guidance

What does “Quarterly Video Snapshot” mean?

You’ll receive a short quarterly video or summary highlighting your numbers so you can stay aware of your financial performance, without a formal monthly meeting.

Is payroll included in Essentials?

No. If you need payroll, especially for S-Corps, the Enhanced or Comprehensive plan is recommended.

Does Essentials include tax advice?

Essentials includes accurate books but no tax guidance or strategy sessions.
Enhanced or Comprehensive plans are better options if you want proactive or strategic tax planning.

Enhanced Plan FAQs

Who is the Enhanced plan best for?

Enhanced is designed for business owners who want more than clean books. They want clarity, consistency, and reliable support month after month. It’s ideal if you’re want to understand your numbers, keep up with owner payroll, and receive proactive guidance without needing the deeper, high-touch structure of the Comprehensive plan. Most clients find the Enhanced plan to be the perfect balance of accuracy, support, and strategy.

Enhanced is ideal if you:

  • Want your books reviewed monthly 

  • Need help with owner payroll

  • Want monthly financial statements and reviews

  • Want proactive tax guidance throughout the year

  • Are growing and need stability without full-scale support

What does “Guidance Lite” mean for S-Corp Essentials?

Guidance Lite gives you essential S-Corp support to keep things running smoothly without overwhelming you with technical details. You’ll receive:

  • Annual reasonable compensation review

  • Accountable plan setup and annual refresh

  • Support for owner reimbursements

  • Light tax optimization guidance throughout the year

It’s designed to make sure you’re structured correctly and maximizing your benefits, without the complexity that some clients don’t yet need.

What is the monthly review call like?

Your monthly review call is a focused, owner-friendly walkthrough of your numbers, designed to help you make informed decisions with confidence. We’ll cover:

  • How your business performed this month

  • What changed and why

  • Key trends to watch

  • Cash flow considerations

  • Owner pay planning

  • Tax items coming up or opportunities to prepare for

It's a monthly pulse check that gives you clarity without requiring a deep dive. You’ll know what’s working, what might need attention, and what to plan for next month.

Comprehensive Plan FAQs

Who is the Comprehensive plan for?

Comprehensive is built for:

  • Owners with employees

  • Fast-growing businesses ready to scale or expand

  • S-Corp owners who want full support

  • Anyone who wants a strategic financial partner, not just a bookkeeper

Comprehensive clients are essentially on a faster financial operating cadence, which supports a more dynamic and higher-growth business model.

What does “Weekly Bookkeeping” mean?

Your books are maintained weekly to keep your financials current and highly reliable. including:

  1. Transaction updates

  2. Categorization

  3. Review for accuracy

  4. Adjustments for coding issues

What’s included in advanced advisory?

  • Monthly strategy call: A focused call each month where we review your financial performance, upcoming priorities, and tax considerations.

  • Performance analysis: You’ll receive a deeper look into your financial health.

  • Quarterly tax strategy review: A review of your financials makes sure your S-Corp benefits are optimized, estimated taxes and payroll are aligned, deductions and reimbursements are maximized, to help you stay ahead of any potential tax surprises.

  • Key Metrics evaluation: An analysis of your key performance indicators to surface meaningful insights, spot early warning signs to stay proactive rather than reactive.

  • Deeper insight into trends, profit, cash flow, and decision-making.

What is “Advanced Positioning”?

This refers to proactive tax and financial structuring such as:

  • Optimizing owner pay

  • Using accountable plans effectively

  • Managing distributions

  • Preparing for next-stage growth

  • Identifying strategic opportunities before year-end

Does Comprehensive include payroll for my entire team?

Yes. Owner + employee payroll is fully managed, with tax filings, adjustments, and support built in.

Why are Early-Month Financials Essential for Comprehensive-Level Support?

Comprehensive is designed for business owners who depend on current, accurate financials to make fast, informed decisions. Delivering your books and advisory by the 10th of each month ensures you always have real-time insight into your business. 

• You get faster insight into your cash flow and performance.

Having your financials within the first 10 days allows you to adjust spending, plan payroll, forecast cash needs, and address issues before they become problems.

• You can make strategic decisions earlier in the month.

Whether you’re planning investments, hiring decisions, marketing spend, or owner distributions, you’ll have up-to-date numbers to support confident choices.

• Weekly bookkeeping keeps your data clean and current.

Because your books are maintained weekly in the Comprehensive plan, month-end close happens more quickly and with fewer surprises—resulting in earlier, more accurate reports.

• It supports better tax planning and quarterly strategy.

Early visibility allows your financial and tax strategies to stay ahead of deadlines, not react to them.

• You have time to respond before the month gets busy.

Your strategy call and financial analysis arrive before the mid-month rush, giving you space to review and ask questions without pressure.

• Higher service level = faster turnaround.

Comprehensive receives priority processing across all workflows:

  • Priority in month-end close

  • Priority in reconciliations

  • Priority in payroll and advisory

  • Priority communication

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