Frequently Asked Questions
How long does onboarding take?
Onboarding typically takes 1-2 business days once we receive your documents and account access. We keep you updated throughout the process.
How do I communicate with my accountant?
You can reach us anytime by email. Premium clients also receive priority responses and monthly video review meetings.
How do I upload documents securely?
Clients receive a private Google Drive portal where they can upload statements, tax documents, and receipts safely and securely.
Do you work with businesses in any industry?
Yes. We support e-commerce, service businesses, real estate, contractors, consultants, and many more. Our cloud-based systems work for all business types.
What accounting software do you use?
We primarily work with QuickBooks Online and Xero, fully cloud-based for easy access and real-time updates.
Can I upgrade or downgrade my plan?
Yes, absolutely. You can change your plan at any time based on your business needs.
He has been a great partner to us and I personally cannot be more grateful.
Mr. Usama helped us update our banking transactions in order to file the corresponding declarations with the IRS. He clearly understood our needs and the transactions we had carried out with the company.
Dave Clayton
Founder – Clayton Health
