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Questions that are asked most often
FAQ
We provide a range of financial services including bookkeeping, payroll management, tax compliance, and software integration to help streamline your business operations.
Getting started is easy! Simply contact us through our contact page or give us a call. We'll schedule an initial consultation to understand your needs and how we can assist you.
Absolutely. We offer both on-site and remote bookkeeping services to provide flexibility and convenience for our clients. Our secure systems ensure your data is always protected.
We integrate with a wide range of financial software, including QuickBooks and other popular accounting tools. If you have specific software needs, let us know, and we'll work to accommodate them.
Our pricing is based on the specific services you require and the complexity of your financial needs. Contact us for a detailed quote tailored to your business.
Bookkeeping is essential for keeping your small business's finances organized, ensuring tax compliance, and making informed decisions. It helps you avoid financial pitfalls and supports growth, making it a smart investment for your business's future.
Bookkeeping offers financial clarity and helps with tax compliance, enabling better business decisions and cash flow management. However, it can be time-consuming and complex, making professional help a smart choice—so consider booking a consult to streamline your finances!
Keeping track of small business expenses is crucial for clarity and growth. Use accounting software, categorize costs, and regularly review your finances—or book a consult with us to set things up stress-free!
Bookkeepers manage your financial records, track expenses, and ensure everything is organized and compliant, so you’re always in control of your business’s finances. Need help? Book a Consult Today, and leave the numbers to us!
Insurance agents can customize a policy for you based on the unique risks you and your business face. Some agents offer site inspections to help your business avoid liability claims.
Property, which is also known as Commercial Property Insurance. (Replacement or Actual Value) Assets, including fixtures, office equipment, furniture, office buildings, inventory, and other items. Events, like theft, vandalism, water damage, fires, explosions, and storms. Losses in the case of repairing damaged property, replacement of destroyed property, and loss of income if the company can’t operate.
You can, but it will take a tremendous amount of your time that could be spent growing and maintaining your business. If you choose to work with a professional who knows the law inside and out, you have much less of a chance of falling out of compliance and suffering serious consequences.
Talking about money with your partner is crucial because it helps establish shared goals, understand each other's values and beliefs about money, create a road map for financial decisions, and prevent financial conflicts or infidelity. It can also be a significant factor in the success and longevity of a relationship.
Brett Roos categorizes money questions into three segments: * Past money (feelings about money in the past) * Present money (current financial situation and habits) * Future money (financial goals and aspirations)
Discussing past financial experiences can reveal a lot about how someone handles challenges, takes responsibility, and learns from their mistakes. It helps understand where their current money beliefs and behaviors originated.
Financial infidelity is when someone goes behind their partner's back and does something with their finances that they're afraid their partner won't agree with or will disapprove of.
Brett Roos takes a non-judgmental approach. He focuses on understanding the client's challenges and goals and then creating a roadmap together. He emphasizes honesty and support throughout the process, adjusting the pace to the client's comfort level.
A good middle ground is to start with a joint account for a specific purpose, such as date nights. This allows couples to build trust and practice managing money together before making more significant changes.
Brett helps couples define financial success by having a conversation about what it looks like to them, individually and together. He emphasizes that defining success as a couple helps them strive toward something together.
Some benefits of financial coaching include: * Past money (feelings about money in the past) * Present money (current financial situation and habits) * Future money (financial goals and aspirations)
Brett Roos was inspired by a book called "101 Questions to Ask Before You Get Engaged" and realized there wasn't a similar resource specifically for finances. He wanted to create a tool to help him and his partner (and others) have more productive conversations about money.
It highlights that even in a relationship, partners may have very different approaches to managing money. Open communication and resources like Brett's book can help bridge these gaps and create a shared understanding.
