Frequently Asked Questions
I am interested in your services. How can I reach you?
Please schedule an appointment here Booking now and our account executive will contact you to initiate a discovery call.
What happens during the discovery call?
What occurs during the discovery call? An account executive will reach out to introduce our services and understand your bookkeeping structure and tax status. Our primary goal is to ensure we are a good fit for you.
I choose to use your service; what's the next step?
We will schedule an onboarding meeting. During this meeting, we will introduce your dedicated bookkeeper, who will assist you in setting up QuickBooks for starting monthly bookkeeping. We will also begin collecting necessary documents for doing bookkeeping and for filing taxes.
What software do you use for doing the bookkeeping?
If you already use QuickBooks online, please invite us as your accounting firm. If you’re using different software or Excel, we will transition your QuickBooks to QuickBooks. If there is currently no bookkeeping system, we will create a new QuickBooks account for you.
What is your monthly process for bookkeeping work?
We reconcile all the bank and credit card accounts by week, and we will ask questions about transactions after we finish the monthly reconciliation of your accounts. We will issue your monthly financial statements by the 20th of the month for the prior month’s financial results. You can always communicate with our bookkeeping team with any questions about your financials at any time.
What is your process for tax filing?
At our firm, we aim to leverage our tax expertise to maximize your deductions while offering specialized tips tailored to your industry. By subscribing to our Silver or Gold Plan, you’ll have your books ready for tax filing after year-end, ensuring a smooth process. Additionally, we offer one-time projects for those needing quick and accurate preparation of single or multi-year taxes.
Do you have a physical location?
We manage everything virtually for each of our services. We utilize telephone calls, email, and Zoom meetings for our CPA and bookkeeping team to interact with our clients. We address all our inquiries the same day for prompt responses to our valued customers.
What much do you charge for your services if it is not under your flat rate packages?
Please reach out to us to obtain a customized quote for your specific projects. It can range from one-time bookkeeping cleanups, high-volume monthly bookkeeping (monthly expenses exceeding 50K), QuickBooks Online setup and training, audit representation and consultation, as well as tax planning and previous multiyear tax filings.
How do I pay for your services?
We utilize QuickBooks Online (QBO) for our invoicing needs. All monthly plans operate on a month-to-month basis, with payments due on the first of each month through QBO’s automatic payment features. For one-time projects, we establish clear agreements with our clients regarding their specific payment schedules to ensure transparency and timely transactions.
Are you only helping Texas and California companies for their tax and bookkeeping needs?
Hsinyi Huang, our founder and a certified CPA, earned her master’s degree and began her firm in California before expanding to Texas. With a keen focus on small to medium-sized businesses in both states, she leverages her state-based expertise to deliver tailored accounting solutions. Our deep understanding of the local business landscape ensures that we meet the unique needs of our clients, providing them with exceptional support and guidance as they navigate their financial journeys.
