Question 1

What is a Virtual CPA firm?

Answer

Virtual CPA works with various clients remotely. Save money and time in travel by meeting with us virtually.

Question 2

Why should I hire you?

Answer

We do realize there are many options when it comes to finding a CPA firm that is a great fit. Here are a few reasons why you would choose to work with us. Insights - We provide insights to help you make smart business decisions Technology Driven - Enjoy having up to date financial information at your finger tips. Fixed Fee - Take the guess work out of your accounting bill. We offer fixed fee pricing for our monthly services. Client Portal - Access your documents at anytime using our secure client portal. Education - Stay up to date with the latest in tax law changes. Personality - We like to have fun, are approachable, and easy to work with.

Question 3

I see that you service childcare providers, is that the only industry your service?

Answer

While the childcare industry is our primary industry, we service other businesses as well.

Question 4

I am currently using the desktop version of Quickbooks, am I a candidate for your services?

Answer

We will gladly assist with the migration from the desktop version of quickbooks to the cloud version, Quickbooks online. We no longer service bookkeeping clients using desktop platforms.

Question 5

What is your hourly rate for bookkeeping?

Answer

We take the guess work out of your monthly bill by providing you with a fixed rate for the entire month. If a job takes us 60 minutes or 60 hours, your bill will not fluctuate for services covered under your monthly agreement.

Question 6

What happens if I have a project that is outside the scope of our original engagement?

Answer

No biggie, we will price it separately. We understand that your business needs change as your business grows, you may revise your engagement with us at anytime.

Question 7

How do I pay my monthly bill?

Answer

All payments are made via ACH on the 1st of the month. Upon signing up, you authorize us to auto draft your bank account on the 1st of each month.

Question 8

How often will I receive financial statements?

Answer

We have quarterly and monthly options available.

Question 9

What is your cancellation policy?

Answer

You may cancel at anytime, we just ask for a 30 day "heads up"

Question 10

Do you provide payroll services?

Answer

We provide clients with access to run their own payroll in-house. For our larger clients that subscribes to our CFO services, we run the payroll for you.

Question 11

If I have a question, how do I contact you?

Answer

We use Asana as our preferred communication tool with clients. It helps us keep track of our tasks as well as any requests from/to you. You will receive an invite to this platform and we will assist in the installation of this App on you phone during our kick-off meeting. Asana is the preferred method of communication, however, we do realize at times it is very easy and simple for you to forward an email to us as well. No problem.

Question 12

How do I meet with you?

Answer

We meet via online video chat. You may schedule your appointment using this link.

Question 13

How you you deliver my financials statements?

Answer

We will upload them to your client portal for retrieval.

Question 14

What is a virtual tax appointment?

Answer

It is a simple 3 step process to filing your taxes easily from the convenience of your own home. Step 1 - Complete Digital Organizer for your personal return and/or your business return Step 2 - Upload your tax documents to secure portal at least 3 business days prior to your scheduled virtual appointment. Step 3 - Book your virtual tax appointment to review your return before it is submitted to the IRS/State Agencies.

Question 15

How to book virtual appointment?

Answer

Book your appointment here. Once the return is drafted, we will meet with you via live chat on your PC for a "Final Review" before submission to the IRS/State Agencies.

Question 16

What are the required intake forms?

Answer

Personal Tax Organizer, Business Tax Organizer, and Engagement Letter. We will send you an engagement letter which lays out the scope of our services as well as collect a 50% deposit for the service.

Question 17

How do I submit my tax documents?

Answer

You may submit your documents here to my secure client portal.

Question 18

What is the cost?

Answer

Prices vary based on the involvement/complexity of your return. Once tax documents are received, we will send an Engagement Letter for your signature and payment prior to working on your return. A 50% deposit is due at time of engagement. The reaming 50% is due prior to submission to the IRS/State Agencies. If you are a first time customer, you may submit your prior year return for a quote. Please be advised we will not file your return prior to receiving payment.

Frequently asked questions

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