Questions
Five, answered without jargon.
- Do you work virtually?
- Yes, and most of our clients are entirely remote — we serve clients across the United States from Denver. Documents move through a secure portal, meetings happen by video, and signatures are electronic. If you are local and would rather sit down in person, that is fine too.
- Which accounting platforms do you support?
- QuickBooks Online and Xero as standard, and we can work in Wave or FreshBooks if that is where your history lives. We will not force a migration in your first year unless the current setup is actively causing errors, in which case we will show you what those errors are.
- How are documents shared securely?
- Through a client portal with two-factor authentication. We will not ask you to email a tax return, a bank statement, or a photograph of a document containing your Social Security number, and if you email one to us we will ask you to delete it from your sent folder.
- Do you offer monthly packages?
- Yes — three of them, with what is included and what is not written out for each. A monthly package means a defined scope, not unlimited work; when something falls outside it we tell you before doing it, with a price.
- Do you serve clients outside Colorado?
- Yes, throughout the United States. Multi-state situations — employees in several states, or nexus from remote sales — are common and we handle them, though multi-state payroll registration is set up at cost rather than being included in a package.