Finaceal

No, and this is by design. Every deliverable we produce carries your firm's name only. We work inside your software systems under your access, follow your workpaper format, and communicate exclusively with you, never with your clients directly. Your engagement letters with clients should include standard IRS Circular 230 third-party disclosure language (which most firms already use), but beyond that, the relationship with your client remains entirely yours.

Most firms are operational within 5-7 business days of first contact. Here's the typical flow: you reach out → we propose a pilot scope within 1 business day → we sign the NDA and service agreement → you grant us user-level access to your existing software → we begin the 2-week free pilot on 2-3 client accounts. No new software to install on your end. No lengthy setup process. We adapt to your existing systems.

None. Every engagement starts with a 2-week free pilot, no payment, no obligation. After the pilot, ongoing engagements are month-to-month with 15 days notice to end. We don't lock CPA firms into annual contracts because we believe the quality of our work should be what keeps you here, not paperwork. If at any point the relationship isn't working for you, you can exit cleanly with your data returned within 15 days.

You create a standard user account for us inside your client's QuickBooks Online or Xero, exactly as you would for a new internal staff member. We receive preparer-level access (not admin or billing access), log in to the client's existing account, and work directly inside their books. We follow your chart of accounts, your naming conventions, and your categorization preferences. Nothing in the client's books will look like it came from an outside team. When the engagement ends, you simply remove our access, clean and simple.

Catch-up bookkeeping is one of our most requested services. We work month-by-month from the last clean reconciled point forward. We never skip ahead, because reconciling out of sequence creates cascading errors. For a typical 12-month catch-up with reasonable source document availability, we turn it around in 3-4 weeks. We'll need bank statements, credit card statements, and any loan statements for the period. We flag unclear transactions in a query list rather than guessing, so your review is fast and confident.

We treat payroll deadlines as non-negotiable because legally, they are. Late payroll tax deposits carry IRS penalties starting at 2% with no grace period. Our process: we maintain a live deposit calendar for every client, issue internal alerts 3 business days before each deadline, and confirm deposit completion with documentation. We also notify you in advance if we're waiting on payroll data that hasn't arrived, so you can follow up with the client before the window closes. The accountability sits with us, not with a reminder email you might miss.

Our internal process has a second team member review all tax work before delivery, so errors at the preparation stage are rare. But if one reaches a filed return: we are transparent immediately, we help prepare the amended return (1040-X or equivalent) at no additional charge, and we document what happened and how we're preventing recurrence. The legal responsibility for the filed return sits with the CPA who did final review and signed it but we take our preparation responsibility seriously.

Yes. You create a preparer-level user account for us in your tax software: Drake, Lacerte, ProSeries, or others. We log in, prepare the return directly inside your system (not in a copy we send back to you), and leave it ready for your review. Your review experience is must and identical to reviewing a return prepared by your own staff because it's in your own software, in your own format, with your workpaper standards. We never ask for admin-level or e-file system access.

This is exactly the gap we fill for CAS-focused firms. We build the financial infrastructure that makes your advisory conversations possible: management reporting packages, month-over-month P&L variance analysis, cash flow forecasting models, KPI dashboards, and budget-vs-actual reports, all from the reconciled bookkeeping data we maintain. You walk into the advisory meeting with a polished report and the data to back every conversation. We don't give advice to your clients, that's your value and your license. We build the data that makes your advice credible.

Client data never leaves a controlled, encrypted environment. Here's the specific answer: data is transmitted exclusively through encrypted portals, never via unencrypted email. All stored data is encrypted at rest using the AES-256 enabled system. Every team member accesses client data only through company-issued devices with full-disk encryption and MFA enforced on every account. We maintain 10 written, signed security policies including an Incident Response Plan with a 24-hour breach notification commitment to your firm taking full responsibility for maintaining the regulatory requirements. Or,we work on your systems compliant with your security standards where we monitor the physical security on a regular basis.

Our written Incident Response Plan defines exactly what happens, in sequence: immediate containment, scope assessment, and notification to your firm within 24 hours of any confirmed incident as this is a contractual obligation, not a best-effort promise. Every team member is trained on incident identification and is required to report any suspected incident to our Operations, Outreach & Compliance Manager within 1 hour of discovery. We don't investigate quietly and hope nothing surfaces, an immediate and transparent disclosure is our protocol.