Frequently Asked Questions

Have questions about our accounting and bookkeeping services? We've compiled answers to the most common questions our clients ask. If you don't find what you're looking for, feel free to contact us.

What services does The Accounting Agency offer?

We offer a full range of accounting and bookkeeping services including monthly bookkeeping, payroll processing, tax preparation and planning, financial statement preparation, accounts payable and receivable management, and CFO advisory services for small and mid-sized businesses.

Who do you work with?

We work with small to mid-sized businesses across a variety of industries including retail, e-commerce, professional services, real estate, and nonprofits. Whether you're a sole proprietor or a growing company, we tailor our services to fit your needs.

How do I get started?

Getting started is simple. Reach out to us through our Contact page to schedule a free consultation. We'll assess your current financial situation and recommend the right package for your business.

Do you offer remote or virtual accounting services?

Yes! The Accounting Agency operates fully remotely, allowing us to serve clients across the country. We use secure cloud-based accounting software so you can access your financials anytime, anywhere.

What accounting software do you use?

We work with leading platforms including QuickBooks Online, Xero, and FreshBooks. We can also adapt to the software your business already uses.

How much do your services cost?

Our pricing is customized based on the size of your business and the scope of services required. We offer flexible monthly packages as well as project-based pricing. Contact us for a personalized quote.

Is my financial data secure?

Absolutely. We take data security very seriously. All client data is stored using encrypted, cloud-based systems with strict access controls. We are fully compliant with industry data protection standards.

Can you help with back-taxes or catching up on bookkeeping?

Yes. We specialize in helping businesses get caught up on overdue bookkeeping and resolve outstanding tax issues. Our team will work efficiently to bring your records up to date.

Do you sign NDAs or confidentiality agreements?

Yes, we are happy to sign a Non-Disclosure Agreement (NDA) to protect your sensitive business information. Client confidentiality is a cornerstone of our practice.