Frequently Asked Questions

We provide a full range of accounting and bookkeeping services, including monthly bookkeeping, financial statement preparation, tax filing, payroll management, and advisory services for small to medium-sized businesses.

Simply contact us to schedule a free consultation. We’ll discuss your needs and provide a customized plan to support your business.

You can upload your documents securely through our encrypted portal, or we can accommodate other transfer methods that suit you best.

Yes, we can handle both your personal and business tax filings. Coordinating both allows us to offer optimized tax planning strategies that align with your overall financial goals.

Our fees vary based on the specific services and level of support you require. After a free initial consultation, we’ll provide a detailed quote to match your budget and needs.

A virtual bookkeeper manages your business’s financial records remotely. They handle tasks like data entry, transaction categorization, payroll, and preparing financial reports, providing you with real-time financial insights without the need for in-house staff.

Yes, we’re happy to work alongside your current accountant or bookkeeper. We’ll ensure a seamless collaboration for the benefit of your business.

Yes, we offer comprehensive payroll solutions to ensure your team is paid on time and all regulatory payroll requirements are met, including tax filings and deductions.

Yes, we specialize in helping startups and small businesses establish sound financial practices from the beginning. Our services are scalable, so we can grow with you as your business expands.

We work with industry-leading software such as QuickBooks, Xero, and Sage, depending on your preferences and business requirements. If you’re already using another platform, let us know – we’re here to help.

We typically provide monthly financial reports, but reporting frequency can be customized to meet your needs. Regular reports include balance sheets, income statements, and cash flow statements.

While a CPA is not always mandatory, having a CPA can be beneficial for accuracy, compliance, and strategic tax planning. Our team includes qualified accountants who can guide you based on your business needs.

A tax accountant specializes in managing tax filings, tax planning, and ensuring compliance with tax regulations. They help businesses and individuals minimize tax liabilities and maximize deductions in line with legal requirements.

The process for filing late tax returns includes gathering required financial documents, preparing accurate filings, and submitting them to the tax authorities. We can help you navigate this process and work to minimize any potential fines or interest.

Your privacy is paramount to us. We use secure, encrypted systems for all data storage and communications, and our team follows strict confidentiality policies to safeguard your information.

Outsourcing your accounting and tax needs to CredibleCFO can help you save valuable time, reduce administrative workload, ensure compliance with tax laws, gain access to expert financial guidance, and allow you to focus on scaling your business.