Question 1

How long does it take to get set up?

Accepted Answer

Most clients are fully onboarded within 2–4 weeks. We handle the heavy lifting — retrieving records from your prior accountant, setting up your books, and configuring your portal access. You'll have a dedicated point of contact throughout the process.

Question 2

What do I need to get started?

Accepted Answer

Very little on your end. We retrieve most of the information we need directly from your prior accountant's systems. You'll just need to provide basic business details and access to your bank feeds. We'll walk you through everything on our first call.

Question 3

Can you help if I've been doing my own books or using TurboTax?

Accepted Answer

Absolutely. Many of our clients come to us after years of DIY bookkeeping or filing with consumer tax software. We'll clean up your books, identify any issues, and get you set up on a professional system — no judgment, just results.

Question 4

Do I need a minimum revenue or business size?

Accepted Answer

We work best with established Colorado businesses, typically with $300K–$5M+ in annual revenue. That said, every business is different. If you're growing fast and need strategic guidance, we're happy to have a conversation.

Question 5

How much do your services cost?

Accepted Answer

Our monthly fees start at $700, and most clients fall in the $700–$2,000/month range for our full service — monthly bookkeeping and compliance, advisory and quarterly reviews, tax planning, and entity tax returns. That's typically less than 1–2% of revenue for proper accounting and strategic guidance. Your exact investment is determined during our discovery call.

Question 6

Are there hidden fees?

Accepted Answer

None. Your quote is clear and upfront. We spell out exactly what's included before we begin, and we don't nickel-and-dime for phone calls, emails, or quick questions. If your needs change, we'll discuss it with you first.

Question 7

Is hiring an accounting firm more expensive than doing it myself?

Accepted Answer

It might seem that way at first — but our clients consistently save far more than they invest in us through tax savings, avoided penalties, and better financial decisions. DIY software can't spot a missed deduction or restructure your entity to save you $20K a year.

Question 8

Can I adjust services as my business grows?

Accepted Answer

Yes. Our engagements are designed to scale with you. As your business grows, we can expand your service scope — adding advisory, payroll coordination, or multi-entity support. We'll revisit your plan together so your fee always matches your needs.

Question 9

Can I switch accountants mid-year?

Accepted Answer

Yes, and it's more common than you'd think. We handle mid-year transitions regularly. We'll coordinate with your current accountant to retrieve your records and make sure nothing falls through the cracks — including any filings already in progress.

Question 10

Will the transition cause disruption to my books?

Accepted Answer

No. We manage the entire transition behind the scenes. Your day-to-day operations won't be affected. We'll reconcile everything, clean up any issues, and have your books in great shape before you even notice the switch happened.

Question 11

What if my current accountant makes it difficult to leave?

Accepted Answer

We've seen it before, and we know how to handle it. Your financial records belong to you. We'll work directly with your prior firm to retrieve everything we need, and we'll guide you through the process step by step.

Question 12

How do you make sure nothing falls through the cracks?

Accepted Answer

We use a detailed onboarding checklist that covers every filing deadline, open item, and compliance requirement. We verify all prior-year filings, reconcile your accounts from day one, and confirm every deadline is on our calendar before we consider the transition complete.

Question 13

What kind of support do I get?

Accepted Answer

You get a dedicated team that knows your business — not a rotating cast of strangers. We provide year-round bookkeeping, tax planning, financial reporting, and strategic advisory. Plus regular review calls so you always know where you stand.

Question 14

How quickly do you respond?

Accepted Answer

Most clients hear back from us within a few hours during business days. We don't have phone trees or ticket queues — when you reach out, you'll hear from someone who actually knows your account.

Question 15

Do I get a dedicated point of contact?

Accepted Answer

Yes. Every client is assigned a primary team member who knows your business inside and out. You'll also have access to our broader team for specialized questions, but you'll never feel like you're starting from scratch with someone new.

Question 16

Can I reach someone during tax season crunch time?

Accepted Answer

Absolutely. Tax season is when you need us most, and we plan for it. Our team is fully staffed and responsive throughout filing season. You won't be left waiting weeks for a callback when deadlines are looming.

Question 17

Do you handle both personal and business taxes?

Accepted Answer

Yes. We prepare both business and personal returns, and we coordinate them to maximize your overall tax position. Having one team handle both means nothing gets missed and your strategies work together. Because personal tax situations vary widely — rental properties, investments, multi-state income — personal returns are quoted separately from your monthly engagement.

Question 18

What about Colorado-specific tax rules?

Accepted Answer

Colorado tax law is our specialty. We handle TABOR compliance, Enterprise Zone Credits, complex local sales and use tax jurisdictions, and state-specific deductions. Our team stays current on every Colorado tax change so you don't have to.

Question 19

Do you handle multi-state tax situations?

Accepted Answer

Yes. If your business operates across state lines, we'll manage nexus analysis, multi-state filings, and apportionment. We make sure you're compliant everywhere you do business without overpaying in any jurisdiction.

Question 20

Will you help if I get audited or receive a notice from the IRS or state?

Accepted Answer

We provide full audit representation. We'll handle all communication with the IRS or Colorado Department of Revenue, gather documentation, and work to resolve the matter on your behalf. Many of our clients have resolved audits with no additional tax owed.

Question 21

What accounting software do you use?

Accepted Answer

We primarily work with QuickBooks Online and QuickBooks Desktop for client-side accounting. During onboarding, we'll make sure your system is set up correctly and optimized for your business. If you're on a different platform, we'll evaluate whether a migration makes sense.

Question 22

Can I access my books and reports online?

Accepted Answer

Yes. You'll have 24/7 access to your financials through QuickBooks and our client portal. View reports, check balances, and download documents anytime — no need to wait for us to send them.

Question 23

Does your system integrate with my bank, payroll, or POS?

Accepted Answer

In most cases, yes. QuickBooks connects directly to major banks, payment processors, and point-of-sale systems. And because Unify Payroll is our sister company, your payroll data flows seamlessly into your books with zero manual entry.

Question 24

Do you offer paperless, cloud-based document sharing?

Accepted Answer

Yes. We use ShareFile for secure document exchange — upload tax documents, engagement letters, and financial records from anywhere. No faxing, no mailing, no scanning stacks of paper. And your tax returns and financial statements are stored on your Unify portal. Everything lives securely in the cloud.

Question 25

Is my financial data secure?

Accepted Answer

Yes. We use bank-level encryption, secure cloud platforms, and multi-factor authentication across all systems. Your data is protected by the same standards used by major financial institutions.

Question 26

What happens if there's a filing error?

Accepted Answer

We stand behind our work. If we make an error on a filing, we'll correct it at no additional cost and handle any communication with the IRS or state on your behalf. We carry professional liability insurance for your protection.

Question 27

What happens if your team is unavailable — do my deadlines still get met?

Accepted Answer

Always. We're a team, not a solo practitioner. If your primary contact is out, another team member who knows your account steps in. Every deadline is tracked in our system, and we build in buffer time so nothing is ever last-minute.

The questions every owner asks before they switch.

Getting Started.

Pricing & Value.

Switching Accountants.

Service & Support.

Tax & Compliance.

Platform & Technology.

Security & Reliability.

Ready to get started?

The questions every owner asks before they switch.

Getting Started.

Q.01How long does it take to get set up?

Q.02What do I need to get started?

Q.03Can you help if I've been doing my own books or using TurboTax?

Q.04Do I need a minimum revenue or business size?

Pricing & Value.

Q.01How much do your services cost?

Q.02Are there hidden fees?

Q.03Is hiring an accounting firm more expensive than doing it myself?

Q.04Can I adjust services as my business grows?

Switching Accountants.

Q.01Can I switch accountants mid-year?

Q.02Will the transition cause disruption to my books?

Q.03What if my current accountant makes it difficult to leave?

Q.04How do you make sure nothing falls through the cracks?

Service & Support.

Q.01What kind of support do I get?

Q.02How quickly do you respond?

Q.03Do I get a dedicated point of contact?

Q.04Can I reach someone during tax season crunch time?

Tax & Compliance.

Q.01Do you handle both personal and business taxes?

Q.02What about Colorado-specific tax rules?

Q.03Do you handle multi-state tax situations?

Q.04Will you help if I get audited or receive a notice from the IRS or state?

Platform & Technology.

Q.01What accounting software do you use?

Q.02Can I access my books and reports online?

Q.03Does your system integrate with my bank, payroll, or POS?

Q.04Do you offer paperless, cloud-based document sharing?

Security & Reliability.

Q.01Is my financial data secure?

Q.02What happens if there's a filing error?

Q.03What happens if your team is unavailable — do my deadlines still get met?

Ready to get started?