In most cases, no. Our services are designed as an ongoing relationship, not one-time engagements.

Most services are fixed monthly fees. This gives you predictable costs and no surprises.

Yes. We work with clients across the country through our secure client portal.

We specialize in dental practices, insurance agencies, consultants, contractors, automotive businesses, technology companies, and other service-based businesses.

We use an engagement letter, but you're not locked into a long-term contract. It includes a 30-day notice period, which gives us time to wrap up ongoing projects and find a good stopping point so you're not left with a mess.

Changes can happen on either side, often due to an increase or decrease in your business activity. We'll adjust your plan accordingly — we don't want to oversell you on services you don't need.

On average, onboarding takes about 43 days, particularly when payroll is involved. We strategically time payroll migrations — usually around the end of a quarter or year — to avoid payroll tax issues and notices wherever possible. Cleaning up issues left by a prior accountant, or delays in client responsiveness, can also add time to onboarding.

Don't worry — almost everyone who comes aboard arrives with some kind of messy or incomplete situation, whether in their books or their tax returns. We expect it and know how to get things back on track.

We typically use QuickBooks Online with our clients, and for dental practices, we use a standard chart of accounts that works with our monthly performance report, which provides KPIs and benchmarking against other practices. We've had clients arrive with no books, messy books, or their own systems — QuickBooks Desktop, Xero, or QBO. If you'd prefer to keep your own QBO, we can sometimes run a separate, included QBO account to still provide monthly reports.

Yes, we are CPA-led. The owner/founder is Trisha S. Allen, CPA, who is also a Certified Tax Resolution Specialist.

Yes. We're a small team, so you'll work with the same people each time and always know who to talk to. We get to know your business, which lets us answer specific questions as they come up.

Many of our clients are growing and scaling, so our services grow and scale with them. We've also assisted many clients with exit planning, mergers and acquisitions, expansion into new locations, and even sales and liquidations.

Yes, our clients are all over the country, with a concentration in Colorado, New Mexico, and Wyoming. We file returns in just about every state in the U.S.

Once onboarding is complete, we communicate primarily through our secure online portal, where we keep messages and files protected. We message with many clients almost daily and aim to respond the same day or the next. Email isn't secure, so we avoid sharing confidential information that way. We're available by phone Monday through Friday, 9am to 5pm MT — if your contact is already on a call, we'll call you back.

That depends largely on how quickly we receive your internal practice management reports and answers to our monthly (or quarterly, depending on your service frequency) questions. Once we have everything we need, we can typically provide financials within a few days. You can also log into QBO anytime you'd like to check in sooner.