Frequently Asked Questions

What services do you offer?

ProAdvisor Accounting Firm is a virtual accounting firm that provides a comprehensive range of financial services tailored to meet the needs for small to mid-size businesses and entrepreneurs. Our services includes accounting & bookkeeping services to ensure accurate financial tracking and reporting. Payroll Management, A/P & A/R Management to keep your cash flow running smoothly. Invoicing, QuickBooks cleanup & training to help you make the most of your accounting software. Tax preparation, Financial Statements Preparation, Budget Management to support your financial planning goals and much more. ProAdvisor Accounting Firm is here to help you to stay ahead, no matter your industry.

How do you ensure accuracy?

Our team emphasizes integrity and transparency, ensuring your financial records are accurate and up to date.

What is your pricing model?

Do you provide personalized support?

Absolutely! We focus on building long-term relationships and offer tailored support for your business needs.

How do I get started?

Getting started with ProAdvisor Accounting Firm is simple and seamless. To begin, just reach out through the website, email, or phone to schedule your free consultation. During the initial meeting, we'll discuss your business needs , review your current financial setup, and determine the best services for you. Once there is an understanding of your goals, then we'll provide a customized proposal and walk you through the onboarding process. From there your ProAdvisor will take care of the rest, so you can focus on running your business.

ProAdvisor Accounting Firm uses a pricing model to meet the needs of every business. The pricing model is structured around three distinct tier: Basic, Premium and Advanced. This is designed to cater to a spectrum of businesses from entrepreneurs, small to mid-sized enterprises with varying accounting challenges. Each tier offers a progressively comprehensive suite of services.

The Basic tier is designed for startups, sole proprietors and small businesses with straightforward financial operations.

The Premium tier is designed for growing small businesses and emerging mid-sized businesses that required more analyzing financial management and strategic insights. These clients may have higher transaction volumes, more employees and a greater need for financial analysis.

The Advanced tier is designed for established small and mid-sized businesses that require complicated financial management, strategic financial leadership, and specialized accounting expertise. Pricing approach often structured as a retainer fee with a clear scope of work defined deliverable. Hourly rates may be used for highly specialized project-based work outside the retainer.

What Share-file system do you use? Is it safe?

ProAdvisor Accounting Firm uses Google Workspace drive to share files. Google workspace ensures secure file sharing across the platform. It has customizable permissions & security protection like end to end encryption. It also has AI powered built in security features to detect and block threats like virus, spam, phishing, and malware.

Do you have Professional Liability Insurance?

Absolutely! ProAdvisor Accounting Firm is insured by a reputable insurance provider, offering strong coverage for Errors and Omissions (E&O). This give clients a peace of mind knowing their financial matters are handled with the highest level of care and professionalism. The comprehensive E&O coverage reflects ProAdvisor commitment to maintaining trust and safeguarding clients interests.

Accounting & Bookkeeping Services

• Payroll Processing

• Payroll Reconciliation

• A/P

• A/R

• Invoicing

• Vouchering

• QuickBooks Cleanup

• QuickBooks Training

• Month to end close

• Track income & Expenses

• Account Reconciliation

• Budget Reconciliation

• Monitor Accounts Payable & Receivables

• Monitor Sales Taxes

• Journal Entries

Budget Variance Analysis Services

• Create Budgets

• Monitor Budget Variances

• Budget Reconciliation

Tax Preparation Services

• Individual Tax Preparation

• Business Tax Preparation

• Non-for-Profit Tax Preparation

• Tax Planning