Frequently asked questions

No. Scottsdale Accounting Solutions is based in Scottsdale and works with clients remotely across the country. Everything from onboarding to monthly reports can be handled online.

We talk through your business, how your books are kept today, and what you need. If you're also interested in tax services, our partner CPA will join the call, so your bookkeeping and tax questions are answered in one conversation. Afterward, you receive a recommended scope of services and a written quote, with no obligation to move forward.

Your accounts are set up: bank and credit card feeds are connected, your chart of accounts is reviewed or built, and everything is configured correctly before the first monthly close.

No. Every client relationship begins with a written engagement letter that spells out the services provided and the monthly fee. There is no long-term commitment, and either side may end the engagement with 30 days' notice.

We work primarily in QuickBooks Online, and we're open to other platforms your business may already be using. If you don't have accounting software yet, we'll get you set up in QuickBooks Online from day one. Either way, the account stays in your business's name, so your financial data always belongs to you.

Your profit and loss statement, balance sheet, and cash flow statement are delivered by the 15th of the following month. Reports can also be tailored to your business, such as A/R and A/P aging, budget-to-actual comparisons, job costing, or sales by customer.

Yes. Catch-up and cleanup work is quoted as a project based on how far behind your books are. Once you're caught up, ongoing monthly bookkeeping keeps your books current.

As your business changes, the work involved changes too. We'll review your needs together before anything is adjusted, so your fee always reflects the services you receive and there are never any surprises.

Yes. Transaction Privilege Tax can be tracked and filed for you as an add-on service, covering both state and city filings.

Tax returns and planning are handled hand in hand with our partner CPA firm, working directly from the books kept for you all year.

Absolutely. If you have a CPA you trust, we'll coordinate with them directly and provide organized, tax-ready records.

Individual returns, plus S-corporation, C-corporation, partnership, LLC, and nonprofit returns, federal and state.

Bank and credit card accounts connect directly to your accounting software through secure bank feeds, so your banking passwords stay with you. Sensitive documents are shared through a secure portal, never by regular email.