Frequently Asked Questions

For New Clients

What if my books are a mess? Do I need to get organized before I work with you?

No. If your books are behind or disorganized, that is exactly where we can help.

We will review your records, identify what needs to be cleaned up, and build a clear path forward. As we work through the process, you will gain more organized books and a better understanding of your business finances.

What do I need to prepare before working with you?

Access to your current bookkeeping or accounting system, if you use one.
Recent bank, credit card, loan, payroll, and vendor records that help us understand your financial activity.
Any reports, questions, or pain points you want us to review during onboarding.

Do you work with clients outside of Los Angeles?

Yes. Many of our clients are based in the Los Angeles metro area, but we work with businesses throughout the United States.

How long does it take to get started? What does the onboarding process look like?

Schedule a consultation.
We learn about your business, current systems, pain points, and goals so we can recommend the right level of support.
Onboarding.
We send a clear list of what we need, set up secure access, and make sure you understand the tools and process.
Ongoing setup.
We organize recurring workflows, reporting timelines, and responsibilities so your accounting support runs consistently.

What are your fees?

Our fees are based on the scope of work, the condition of your records, and the level of ongoing support your business needs.

After the initial consultation, we can recommend a service option that fits your accounting needs and the complexity of your financial operations.

See our Services page for more information.

For Current Clients

How do I know if I need to use a W-9/1099?

In general, a 1099 may be required when your business pays $600 or more during the year to certain vendors, contractors, individuals, LLCs, or partnerships for services, rent, or other reportable payments. A signed W-9 helps confirm the vendor information needed for filing.

How do I issue and file 1099s?

At year-end, we help organize the filing process by providing:

A reminder that 1099 filing is coming up.
A clear list of the information we need.
Relevant deadlines and timing for review.

Once the information is complete, we prepare the 1099s, send copies for your review, and submit the filings after you confirm the details are accurate.

It starts with a free consultation

No obligation, no pressure.

Schedule a Consultation