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Have questions? We have answers. Let’s start the conversation.

During the free, initial discovery assessment, we listen intently and gauge your current and future needs. The purpose is to learn what catch-up is necessary, what goals you have, and how we can implement a plan to help you succeed. We’ll provide a follow-up quote and action plan.

Frequently-asked questions

I'm not sure what help I need yet. Can we just talk?

Yes, we offer a no-cost initial consultation to go over your requirements. We will offer our best initial advice, but there’s absolutely no obligation to continue further. We want this to work for both of us!

Do you offer individual tax return preparation?

We are not equipped to offer only individual tax return preparation. We recommend Tax Act, Turbo Tax, or visiting with a local CPA that specializes in tax prep. If you will be working with us a business or non-profit client, tax return prep is an add-on service we offer.

What accounting software do you work with?

Our base software is QuickBooks Online. It’s adaptable to any size business or non-profit. There are also loads of options for industry-specific applications that integrate with QuickBooks Online. Using a different system? Let’s talk. We do have work-arounds for other systems as well.

How long does the on-boarding process take?

We will work as quickly as possible, but it really depends on your requirements and how much clean-up work exists. It can be a few days to a few months for large projects. We’ll provide a rough estimate during the initial consultation.

What geographic areas do you cover?

Although we are based in the Southeast close to Knoxville, Tennessee, we have clients relationships throughout North America. Technology today allows us to be just as connected as if you were next door.

My books are a mess or non-existent. Can you still help?

Definitely! Most of our clients need considerable clean-up work in the beginning with both small and large companies. There’s no mess too messy!

Can you work with my in-house accounting staff or bookkeeper?

Yes! Although we do have some solo entrepreneurs, most of our clients do have one or more in-house administrative or bookkeeping staff. We communicate daily with in-house staff — we are on the same team!

Can you use our company email and phone system?

Yes! Often larger clients will ask us to communicate with banks, creditors, and vendors using a company email address. We use a multiple-inbox manager tool for this very purpose and can send messages out from your domain.