Frequently Asked Questions

Our small business packages include bookkeeping, payroll, estimated tax monitoring, and filing of tax returns. Our goal is to provide an all-inclusive package that takes accounting, payroll and taxes “off your plate” so that you can focus on your business knowing a top-notch CPA firm is on top of it.

Every month all checking accounts, lines of credit and credit card accounts are fully reconciled. Clients have a dedicated bookkeeper assigned to their account and the bookkeeper will get to know the business so that most transactions are accounted for without questions to the client.

A short list of transactions we cannot identify will be emailed to you each month. After you send back a quick few words on each transaction, your dedicated bookkeeper will update the transactions and close your books for the month. On the 10th day of every month you will receive reports for the prior month and YTD (year-to-date) business activity.

Questions via email or phone are supported at no additional charge!

At this time our firm works with clients using most major banks. There are however a few banks we cannot work with because their online banking platforms have failed to keep up with the rapid development of technology. Currently the banks and credit cards we cannot work with are:

• US Bank
• City National Bank
• Citibank
• Capital One
• Union Bank

Our firm has found the following banks to have robust online business banking platforms: Chase, Wells Fargo, Bank of America, American Express and Discover. If you would like to check if your bank is compatible, please fill out an inquiry on our contact page.

Our firm works exclusively with Gusto payroll and requires all clients to use Gusto for payroll service. Our firm will manage ALL migration from other payroll providers to Gusto. We will even create your Gusto account so the transition is seamless and causes no burden on you or your business.

We administrate your Gusto account, ensure all quarterly and annual filings are filed on time, and integrate payroll expense into your books accurately. You as the business owner only need to log in hours each pay period. If you and your employees are salaried we can “auto pilot” the payroll for you as well.

No. The cost of preparing and issuing W-2’s is included in our monthly package price and the fee you pay to Gusto for payroll processing.

A $5 filing fee will be charged to your credit card for each 1099 filed. This is the fee paid by our firm to our software provider for electronic filing. The time required to format and submit your 1099 data is included in our monthly small business package fee.

You as the client will be responsible for obtaining a form W-9 from each contractor you pay throughout the year. Our firm will securely store copies of these at year-end for you. At the end of the year our firm will provide you a list of vendors we believe should receive a 1099 to make the process easy for you.

Most CPAs meet with their clients once per year to prepare a tax return. At this point the client usually receives estimated payment stubs for the remaining installments. We find most clients become frustrated with this approach because at the end of the year they can be grossly underpaid or overpaid — and nobody likes surprises.

Our firm provides estimated tax stubs for quarters 2, 3, and 4 to all of our package clients. At the end of the year if your income has increased or decreased materially, upon request we will revise your estimated payments accordingly.

New clients are surprised at how easily our onboarding process can transition your bookkeeping, payroll and tax preparation to our firm. Our paperless, cloud-based approach means you don’t need to come into our office or ship boxes of documents.

Once you sign our engagement letter and provide initial setup information, our team handles the rest — including migrating your existing bookkeeping data, setting up Gusto payroll, and getting your accounts connected to our systems.

Yes! Our cloud-based solutions allow our firm to get the information we need without requiring you to visit our office. We currently serve clients in 16 different states. If you are located outside of California, please contact us to discuss your situation as there may be state-specific considerations.

We leverage leading cloud-based accounting tools including:

• QuickBooks Online — Primary bookkeeping platform
• Gusto — Payroll processing and HR
• Bill.com — Accounts payable automation
• Secure document portal for tax document exchange