top of page
Financial services

FAQs

Why should I hire a CPA instead of a general accountant or tax preparer?

Certified Public Accountants (CPAs) undergo rigorous education, licensing, and continuing education requirements. They are authorized to represent clients before the IRS and provide a broader range of services, including audits, financial planning, and strategic business consulting. Choosing a CPA ensures you’re working with a qualified professional committed to upholding high standards.

What is included in your bookkeeping services?

Our bookkeeping services encompass:

• Recording financial transactions

• Reconciling bank and credit card statements

• Generating monthly financial reports

• Managing accounts payable and receivable

• Ensuring compliance with financial regulations

 

We tailor our services to fit your business’s unique needs, ensuring accurate and timely financial information.

What services does your firm offer?

We provide a comprehensive suite of services, including:

• Tax Preparation & Planning

• Bookkeeping & Financial Reporting

• Virtual CFO Services

• NIL Advisory for Student-Athletes

• Business Consulting & Financial Strategy

 

Our goal is to support your financial needs at every stage.

What are Virtual CFO services, and how can they benefit my business?

Virtual CFO services provide strategic financial oversight without the cost of a full-time executive. Benefits include:

• Financial forecasting and budgeting

• Cash flow management

• Financial analysis and reporting

• Strategic planning and decision support

• Liaison with banks, auditors, and investors

 

This service is ideal for growing businesses seeking expert financial guidance.

How much do your services cost?

Our fees vary based on the complexity and scope of services required. For instance, tax preparation fees depend on the type of return and any additional schedules needed. Bookkeeping services are typically billed monthly, with rates reflecting transaction volume and reporting needs. We offer transparent pricing and will provide a detailed quote after an initial consultation.

Do you offer services for student-athletes with NIL opportunities?

Yes, we specialize in assisting student-athletes navigating Name, Image, and Likeness (NIL) agreements. Our services include:

• Tax planning and compliance

• Contract review and advisory

• Financial education and budgeting

• Long-term financial planning

 

We aim to empower athletes to make informed financial decisions.

bottom of page