Categoria Bookkeeping

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Your Ultimate Guide to Sales Taxes on Drop Shipping

The exception is when shipping is a separate line item on the invoice and the customer has the option to pick up the item on their own or arrange shipping. When all products in a shipment are exempt from sales tax, so is shipping of that order. For remote sellers, Illinois’s economic nexus threshold is $100,000 in sales or 200 transactions in the preceding 12-month period.

Common Tax Write-Offs for Ecommerce Business Owners

You’ll need to register for VAT when you reach a country’s sales threshold or keep inventory in a VAT-charging country. Taxes are annoying on a good day and do you pay taxes on drop shipping stressful on a bad day, which is why it is important to keep track of what you owe and to whom. You owe it to yourself, your business, and the state to keep track of your tax obligations.

The challenge of sales tax nexus

Economic nexus means if you make a certain amount of sales in a state, you may be required to collect and remit sales tax, even without a physical presence. Find the list of Coffee Shop Accounting economic nexus laws for each of the 50 states below. With the nature of how drop shipping functions, it’s almost guaranteed one party is functioning as a reseller. For instance, a retailer who purchases goods to be delivered to the customer is the reseller.

Drop Shipping vs. Traditional Retail

• Platforms like AliExpress, Oberlo, and SaleHoo can connect you with suppliers from around the world.
• In a nutshell, if you use drop shipping in Pennsylvania and you have nexus there, you’d be the one to collect sales tax, not the wholesaler.
• If you still have lingering questions, you can speak with a vetted sales tax expert who can help you navigate drop shipping and sales tax.
• Virginia’s economic nexus threshold is $100,000 in annual sales or 200 transactions.
• Indiana doesn’t tax shipping when using the United States Postal Service because postage charges through USPS aren’t subject to tax.
• Minnesota is a destination-sourced state that taxes shipping, except when the sale is exempt from sales tax.

Shipping and handling charges are generally taxable in the District of Columbia if included as a single item on the bill, but separately stated shipping and delivery charges are generally exempt. Sales tax also generally applies when the pickup and delivery of taxable goods is in the District and a separate charge is made. Shipping and handling charges are generally taxable in Nebraska when the sale is taxable and the charges are paid to the retailer. There’s generally no sales tax on shipping when the sale is exempt.

TaxHero provides a clear roadmap and hands-on guidance to manage your sales tax responsibilities. Want to know more about sales tax and how to get started with TaxJar? Visit TaxJar.com/how-it-works to learn how you can be compliant and remove the burden of sales tax for yourself. Bear in mind that state policies can change; Tennessee recently began fixed assets accepting exemption certificates issued by other states where previously it did not. Physical nexus is created when you have real property in a state, like an office or brick-and-mortar store. Having employees in the state can also establish physical nexus — even if they’re only there temporarily — as can having inventory in the state (including inventory controlled by a marketplace facilitator).

• As mentioned earlier, running out of stock can lead to lost sales and unhappy customers.
• By staying on top of your inventory, you can ensure that your customers always have access to the products they want, which can lead to higher satisfaction and repeat business.
• Charges to deliver exempt property are generally exempt, as are delivery charges billed and furnished by a third party.
• Overall, you’ll need a robust strategy that includes rate comparisons, local fulfillment, or advanced supply chain practices to stay competitive.
• For more details and information, view Oklahoma’s economic nexus guidance and Oklahoma’s tax resources.
• A valid certificate is required to verify the purchaser’s status, and maintained in case there’s an audit.

Customers are responsible for paying US sales tax, but sellers are responsible for collecting and filing correct taxes to the relevant state or local jurisdiction. California taxes shipping if you combine shipping and handling in a line item, or if you mark up the cost of shipping. It doesn’t tax shipping if you pass the cost of shipping on to the customer and charge it as a separate line.

What are Restocking Fees, and Does Sales Tax Apply?

They’ve already collected the tax on the purchase price, and would not owe additional tax to the supplier. Effective inventory management is crucial for maintaining a smooth drop shipping operation. By staying on top of your inventory, you can ensure that your customers always have access to the products they want, which can lead to higher satisfaction and repeat business.

Tennessee generally taxes shipping, except when the sale is exempt from sales tax. Pennsylvania is an origin-sourced state, with a tax economic nexus threshold of $100,000 in annual sales for remote sellers. Ohio charges tax on shipping, except when the product is exempt from sales tax. North Dakota taxes shipping, except when the product is exempt from sales tax.

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Law Firm Bookkeeping Services

Law firms will hire legal accountants to prepare financial statements, provide financial forecasting, and capture expenses to give your business a clearer picture. As much as I love spreadsheets and numbers, bookkeeping is an unavoidable task that takes time and energy. Someone needs to reconcile the accounts, record the entries and prepare the year-end financial reports. While I could easily do the financial reporting myself, I’m confident that my time is better spent in legal practice and legal billing. When you take funds out of your business for personal use, it can either be classified as a capital withdrawal or as a payment for salary. These are two different types of transactions and need to be managed accordingly.

• Yet, if you own a small firm with multiple attorneys, employees, or contractors, hiring a bookkeeper is more than worth it.
• Many lawyers go to one or the other extreme—they either claim everything (and possibly more than they’re allowed to), or they’re so afraid to overstep they miss out on tax deductions.
• In 2018, only 85% of what lawyers billed got collected (2018 Legal Trends Report).
• I am completely certain that they will assist me in maintaining the figures, allowing me to interact with clients and build our management business.

This gives you the best of both worlds while making your law firm’s comprehensive accounting situation easier to manage. Trust accounts are one of the most common areas where legal accounting mistakes are made. Whether you mismanage the accounts, put funds in the wrong account, accidentally use funds, or fail to report correctly, trust accounting errors are a big deal in accounting for law firms. Trust accounting mistakes can lead to penalties, suspension, or even losing the right to practice law.

Accounting terms you need to know

Then, set aside a time each week to make sure they are coded properly in your books. As a solo attorney, managing your books via accounting software may get you started. Yet, if you own a small firm with multiple attorneys, employees, or law firm bookkeeping contractors, hiring a bookkeeper is more than worth it. Accounting software also helps keep your business on track for billing and invoicing like an expert. The software will help your business collect payments through online invoicing.

• FTEAS is a national practice preparing fiduciary/court accountings for banks, trust companies, law firms, family offices and professional and individual trustees and executors across the country.
• The budget also includes proposed amendments to the Canadian rules implementing the OECD’s Common Reporting Standard, including changes relating to electronic money products and central bank digital currencies.
• When it comes to our record-keeping, the handling of our Trust account was and continues to be most important.
• At least once a month, review your receivables and follow up on outstanding client invoices to keep your cash flow strong.
• These service providers will need to report certain information regarding their customers and crypto-asset transactions.

Using a 3-way reconciliation is a great way to check and verify your financial data periodically. Make one mistake when recording your debits and credits, and your entire balance won’t add up. Accounting software where you download transactions can help avoid this error, as can double-checking entries as you go. The most powerful solution to this problem is taking the time to update your books frequently (or outsourcing your bookkeeping to a team that will reconcile the numbers for you). Since we try to make smart money decisions as readers of this site, we’ll be looking at this choice from the financial perspective of a law practice to make sure you’re maximizing your time and money. You’ll have many options for your small business by the end of the article, though we recommend Bench as the best use of your money and time (it’s also what I use to manage the books for this website).

Velan Transitioning from Sage to QuickBooks for Service Firm

The $2 million limit will be phased in over 10 years by increments of $200,000 per year reaching $2 million by January 1, 2034. In most jurisdictions, the increase in the capital gains inclusion rate makes it less attractive for individuals to earn capital gains in excess of $250,000 through a CCPC instead of directly. The Appendix shows the resulting income tax deferral (prepayment) and the tax cost for an individual who realizes capital gains in excess of $250,000 and pays tax at the top tax rate. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate. With the amount of sensitive case data and client information that your firm holds, keeping data safe is a top priority. Information security infrastructure and incidence response will ensure you’re protected and prepared.

When you later earn your fee, you would debit Trust Account Liabilities and credit your revenue account. Accounts receivables, also known as A/R, are amounts owed to you by clients. Staying on top of receivables is essential to the financial health of your business. Whether you need just a little bit of hand holding or more, we are here to help your law practice! Learn more about the legal chart of accounts and view examples of formatting.

What Is Law Firm Bookkeeping?

First, let’s review typical accounting and bookkeeping functions that need to happen regularly so you can make sure you’ve got these covered. When this happens, the company could have compliance issues with their books getting found to be inaccurate. You can also make a difference in your firm by creating opportunities for financial growth. Understanding this information will also help you identify areas of your practice that are the least successful and the most successful.

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Firm Finances: Bookkeeping, Accounting, and KPIs 2024

Here at Better Bookkeepers, we apply our extensive experience in bookkeeping in San Jose to create custom solutions for each client. Track and code credit card transactions to the GL and ensure statements agree to GL. Within these main categories, you can create sub-accounts to add granularity. For instance, under expenses, you might have sub-accounts for legal research, office supplies, or marketing. On the flip side, liability accounts represent your firm’s obligations—what you owe to others.

It supports strategic business decisions, helps in identifying areas for financial optimization, and ensures that law firms remain on solid ground, both legally and financially. Interest on Lawyer Trust Accounts, also known as IOLTA accounts, are bank accounts used to hold client retainers, settlement funds, and other money that belongs to clients. Trust accounts are one of the most common areas where legal accounting mistakes are made. Whether you mismanage the accounts, put funds in the wrong account, accidentally use funds, or fail to report correctly, trust accounting errors are a big deal in accounting for law firms. Trust accounting mistakes can lead to penalties, suspension, or even losing the right to practice law.

Financial Transactions and Reporting

This includes distinguishing client funds from the operational finances of the law firm, ensuring clarity and compliance with regulatory requirements. In summary, while legal accounting and bookkeeping serve distinct functions within law firm bookkeeping a law firm, their roles are complementary. Together, they form the backbone of a law firm’s financial management system, ensuring not only compliance and accuracy but also strategic financial oversight and planning for future growth.

The goal of bookkeeping is to have an accurate picture of your current financial standing. For example, you might think you have plenty of money in the bank and buy a new computer before realizing you forgot to record that check to the court reporter. Or, you might lose track of critical transactions that affect your taxes. Have you ever tried to balance your checkbook, only to find you’re a quarter off somewhere? That’s why it’s important to take your time, double-checking your entries as you go. Remember earlier when we discussed setting up a Chart of Accounts in Chapter 1?

Get clear on trust account rules

This ensures that trust funds are meticulously tracked, safeguarding against any ethical or legal complications. For law firms, this could range from legal fees to consultation charges and any other income streams. Streamlined bookkeeping processes, often facilitated by modern accounting tools, save valuable time for legal professionals.

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QuickBooks Online Plans Comparison: 2023 Pricing & Subscription Levels

Small businesses that are growing may want to use QuickBooks Essentials. The plan offers up to three users all the features of QuickBooks Simple Start, plus the ability to track hours worked and manage bills. A key added feature of the QuickBooks Essentials plan is the ability to manage unpaid bills and allocate billable time and expenses to a specific customer. Additionally, QuickBooks Essentials will send reminders regarding upcoming bills to be paid so that you don’t miss a payment. Some business owners get surprised by price increases QuickBooks makes. For the most recent changes in 2022, they’ve made price increases for all QBO plans and payroll core fees per employee.

The QuickBooks Online Simple plan costs $30/month and supports one user. If you make a purchase through the links on our site, we may earn a commission from the retailers of the products we have reviewed. This helps Startups.co.uk to provide free reviews for our readers. It has no additional cost to you, and never affects the editorial independence of our reviews. QuickBooks’ Advanced plan has a lot to offer for businesses with more complex requirements. One of its standout features is the ability to establish custom user permissions.

Your new price level will take effect immediately on that specific customer or product. Making those price adjustments manually on each order is an easy way to make mistakes. All it takes is for one sales rep or customer service person to forget to change a price on an invoice and you’ll lose credibility with the customer. The price increases are a result of pricing pressures Intuit is facing from various sources. It also will make continued investment in R&D possible so that products remain at the forefront of innovation and functionality.

Run multiple accounts with one login, one password, and at a discounted rate. With QuickBooks Payments, you can accept credit and debit card payments, ACH transfers, and Apple Pay payments. This add-on lets you add a “Pay Now” button to your invoices. This makes payments more convenient, which can lead to quicker payoffs.

• QBO boasts of many add-ons, integrations and payment processors.
• In addition to the monthly subscription price, there are a few other QuickBooks Online charges to be aware of.
• These prices can add up quickly, depending on how many employees are on your team.
• QuickBooks Advanced is best for enterprise businesses with support for extra users and the new features which help businesses operate more efficiently at scale.
• But other accounting tools come with slightly different strengths, so read our complete guide to the best small business accounting software to see if another option is best for your unique needs.

While QuickBooks Advanced is a powerful tool, it may not be the most compelling option for small businesses that are just starting out. However, as your business scales and demands more advanced functionalities, QuickBooks Advanced becomes an option worth considering. Its robust features and scalability make it an ideal choice for growing businesses that require a more comprehensive and sophisticated financial management solution. As the name suggests, this version of QuickBooks is specifically designed for business owners that operate on Apple computers and want locally installed accounting software. Available in industry-specific editions; includes inventory management, advanced reporting, job costing, priority customer service and more.

Pricing for QuickBooks Time

QuickBooks is a great accounting software option but how much will QuickBooks Online actually cost you? Our QuickBooks pricing guide covers costs, extra fees, plan differences, and more. The best QuickBooks Online version depends on the size of your business and your particular needs.

QuickBooks Self-Employed is suitable for freelancers and independent contractors who want to be able to track all their business expenses (such as rent or marketing) in one place. If you report income on Schedule C of your personal income tax return, this cost-effective option might be best for you. If you’re VAT registered and use accrual accounting (recording income and expenses when you get a bill or send an invoice) Simple Start is the right product for you.

It’s ideal for people who earn income from a variety of sources and helps to separate personal and business finances. Users can switch plans or cancel without having to pay termination fees. We believe everyone Crossword Clue: single entry in a list Crossword Solver should be able to make financial decisions with confidence. Get access to all features and unlimited support, free for 30 days. Manage multiple businesses with one login with Quickbooks multi-files.

Copyright © 2009-2023 Fourlane. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit Inc.

QuickBooks Online (QBO) is a cloud-based alternative to QuickBooks Desktop. The mobility of the platform is appealing to many users, despite frequent complaints of bugs and poor customer support. This software is best suited for freelancers, allowing them to track income and expenses, track mileage, estimate quarterly taxes, and run basic reports. Most integrations come with monthly subscription fees, so be sure to account for these extra costs when calculating how big of a dent QuickBooks Online is going to leave in your wallet. The QuickBooks Online Advanced plan is designed for larger businesses.

” Keep reading to learn more about what is changing, how this will this affect you, and how to benefit most from it. Our unbiased reviews and content are supported in part by affiliate partnerships, and we adhere to strict guidelines to preserve editorial integrity. The editorial content on this page is not provided by any of the companies mentioned and has not been reviewed, approved or otherwise endorsed by any of these entities. Run payroll on any device with taxes, compliance & reporting built-in. Here’s a complete breakdown of what’s included with each QuickBooks Online pricing plan.

PayPal and Square are included, as our integrations section above touches on, while Stripe and Authorize.Net are two more potential payment services. Through Live Bookkeeping, you’ll get a single one-on-one session that can clear up any questions and start your accounting software subscription off on the right foot. QuickBooks Advanced is best for enterprise businesses with support for extra users and the new features which help businesses operate more efficiently at scale. QuickBooks Online pricing offers five main plans, plus a host of add-ons for an extra monthly charge.

I work in construction. Does QuickBooks have what I need?

With five plans, each at different price points, users can choose the plan that best meets their business needs without paying for additional features that they don’t want. As a business grows, users can easily upgrade to a more advanced plan with additional features seamlessly. QuickBooks is the platform most used by professional accountants so if you plan to work with an accountant, they will likely be very familiar with the platform, its features and capabilities. QuickBooks Essentials is best for small businesses that are starting to grow and need up to three users and time tracking support. QuickBooks Plus is the most popular plan for businesses as it includes key features such as inventory, project management, and up to five users.

• It also includes inventory tracking, making it a must for an operation that sells more than a few products.
• If you want to give QuickBooks a try before buying, you can sign up for a free 30-day trial or use the company’s interactive test drive that’s set up with a sample company.
• Mark Calatrava is an accounting expert for Fit Small Business.
• You can see how this stacks up against the competition by checking out our accounting software comparison.

To manage payroll through QuickBooks Payroll, you’ll need to pay a fee for this add-on service, with plans ranging from $45 to $125 per month, plus an additional $5 to $10 per employee per month. QuickBooks Online is a cloud-based accounting platform while QuickBooks is a desktop program that provides additional inventory management features. QuickBooks Online can end up costing you more than you planned. That’s why it’s best to know the ins and outs of its pricing, including the cost of processing fees, add-ons, and integrations. There are over 750 business software that integrate with QuickBooks Online.

QuickBooks Price Hikes

An easier way to manage different prices for different customers is with the price levels feature in QuickBooks. You can easily set an across-the-board discount for a specific customer or group of customers, and you can set specific prices on specific items. Once you set QuickBooks price levels and assign these discounts to your customers you don’t have to do anything manually again. The customer’s sales orders and invoices are automatically updated with the correct price. The Essentials plan is ideal for larger small businesses and businesses that do business with overseas suppliers or clients.

This plan is designed for freelancers who file a Schedule C IRS form to report their income as sole proprietor. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. Mileage tracking is available on QuickBooks Self-Employed and QuickBooks Online on iOS and Android only. QuickBooks MTD software currently supports Standard, Cash and Flat Rate schemes. QuickBooks Bridging Software supports Standard and Cash schemes.

QuickBooks Price Level List

We’ve ranked the best self-employed accounting software, and QuickBooks is at the top. With it, users can track their billable hours, categorizing them under the correct client and employee, while automatically adding them to invoices. These hours can be added by the manager manually, though the employee in question can also be given permission to add their hours themselves. 61% of freelancers in 2023 say their biggest problem is landing clients, so streamlining their process can clear room in their schedule to pursue their next gig. Read on for a breakdown of all of QuickBooks Online’s offerings and costs, and info on which package might be best for your business. From pros and cons to hidden fees and add-on functions, we’ll touch on everything you’ll find in this top-rated accounting software.

The Projects tool helps you manage different jobs and projects for your clients and track costs related to labor and materials. However, the problem with Plus or any of the other versions is that you can’t compare cost estimates to actual costs by project. Meanwhile, Essentials gives you access to more than 40 reports, including those you can generate in Simple Start. You can drill down to a list of your outstanding invoices instead of only the total outstanding. QuickBooks Online is our overall best small business accounting software.

Due in part to these reasons, QuickBooks is our pick for the best hospitality accounting software. Although you can track expenses, QuickBooks Simple Start doesn’t enable users to pay bills. To manage and pay bills, you’ll need QuickBooks Essentials.

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How to Outsource Bookkeeping Services: A Guide Unity Communications

This knowledge can assist in streamlining financial operations and reducing the risk of errors and anomalies. Furthermore, bookkeeping outsourcing is a cost-effective alternative that eliminates the need for an in-house accounting team and allows firms to pay for the services they demand. Outsourced bookkeeping works by delegating your business’s financial management tasks to external professionals or firms specializing in bookkeeping and accounting services. Outsourced bookkeeping is one of the smart solutions a business can find to save time, reduce costs, and improve financial accuracy.

Key Questions to Ask Before Choosing an Outsourced Bookkeeping Service

• Rather than offering set packages or quotes, this firm allows clients to contract freelance financial experts.
• Is your business struggling with keeping up with the complexities of bookkeeping?
• The services are the same whether you hire a local in-house bookkeeper or a freelance bookkeeper.

But the catch is that a CPA will generally charge more per hour than a bookkeeper would. They’ll typically charge their hourly rate, which is higher than a bookkeeper’s, because of the hard work in getting accredited. Freelance bookkeepers collaborate one-on-one when it comes to bookkeeping and accounting needs.

• Outsourcing allows you to delegate financial tasks to experts, ensuring your books are accurate, compliant with regulations, and efficient enough to help you in decision-making.
• You have access to experienced and highly trained bookkeepers when you outsource this function for your small business.
• Without a great bookkeeper, your company could be losing thousands of dollars each period.
• For businesses operating on a small budget, using an outsourcing service to process accounts payable can be more cost-effective than hiring an experienced accounts payable team.
• Once the system is up and running, it’s essential to allow the new bookkeeper to do their job.
• You might also think about hiring an outsider who isn’t as close to your company or knows as much about its operations and can thus conduct their job objectively.
• They can effectively deal with the rising number of business transactions without disturbing work.

How to Outsource Your Bookkeeping

This article dives into why outsourcing might be the right move over keeping bookkeeping in-house. Here’s a full breakdown of the differences between Bench and DIY software. Learn more about Bench, our mission, and the dedicated team behind your financial success. Get free guides, articles, tools and calculators to help you navigate the financial side of your business with ease. As an addition, you get outsourced bookkeeping access to lower credit card transaction fees, pre-authorized debit transaction fees, and many other benefits. You can find independent bookkeepers on freelance websites and similar sources.

• It’s up to each business to examine the pros and cons for each and decide which option works best for their short-term and long-term goals.
• This leads to more accurate and reliable financial records, ensuring better overall financial management.
• Clearly outline deliverables, reporting frequency, timelines, and communication protocols.
• Here are some commonly asked questions to get you started on your outsourcing processes.
• When you outsource bookkeeping, you will save valuable time that can be put back into improving your business in other ways.
• Full-time, in-house bookkeepers are really for businesses with advanced needs.

How Do You Know If a Company Offers High-quality Bookkeeping Services?

Next, they’ll provide a report detailing your financial performance every month or quarter. You’ll then have the opportunity to make any necessary changes before receiving the next report—and so on. If there’s ever something you’d like clarified or don’t understand, you can contact them for help. These experts, with their high level of skill and established systems, make fewer mistakes than training a new employee.

Questions to Ask Your Prospective Bookkeeping Company

While the benefits of outsourcing accounts payable are significant, doing so brings its own set of challenges and risks. There are numerous benefits to using an accounts payable outsourcing service that should be taken into consideration when determining if outsourcing is right for your business. All in One Accounting’s approach is technology-driven, so the team ensures proper data management and security at every step of the way. They’ve also developed their own financial health assessment (known as the Clarity Score) to give your organization an idea of what kind of help it might need. CBIZ specializes in ensuring financial security for nonprofit and for-profit organizations.

• Bookkeepers use an accounting journal or an online accounting program to keep track of each transaction and the purpose of the transaction.
• Professional bookkeeping provides more in-depth financial reports than typical in-office bookkeeping.
• Quattro takes this into account, offering outsourced accounting for nonprofits and small businesses alongside HR assistance for a well-rounded view of your organization’s finances.
• However, the firm also serves nonprofits, and the team has more than 15 years of experience in accounting, financial reporting, taxes, and related needs in the sector.
• Outsourcing bookkeeping saves time, reduces overhead costs, and provides access to expert bookkeepers with the latest accounting knowledge.

Hiring an experienced company familiar with various bookkeeping services can save you money. As you grow, keeping up with financial records, tax compliance, and cash flow management can become overwhelming. Effective financial management is critical for any company’s success and growth in today’s fast-paced corporate world.

What Are the Benefits of Outsourcing Bookkeeping Services?

Because bookkeeping is their main focus, they are very good at what they do, ensuring high-quality work. Once you have shortlisted potential bookkeepers or firms, schedule discovery meetings to discuss their services, expertise, and working processes. Ask about their experiences, security measures, technology use, and how they handle client communication.

QXAS Helps CPA Firm Save $99,000

Managing financial records and bookkeeping activities, on the other hand, can be time-consuming and complex. CPAs can outsource key bookkeeping tasks to QX Accounting Services, including bank and credit card reconciliation, accounts receivable and payable management, and payroll processing. Outsourcing these tasks allows CPAs to focus on core business activities while ensuring financial accuracy and operational efficiency. The cost of bookkeeping outsourcing varies depending on factors such as the volume of transactions, the complexity of services required, and the expertise level of the bookkeepers. Typically, outsourcing can offer significant cost savings compared to in-house staff by reducing overheads like salaries and benefits. Firms can expect customized pricing models that align with their specific needs, providing both flexibility and cost efficiency.

You can reduce your bookkeeping costs to $1,000 to $5,000 per month, which is equivalent to $12,000 to $60,000 per year when you outsource bookkeeping for your small business. We are an in-house, US-based team with years of experience in a variety of industries including restaurants, fitness centers, bars, real estate, and more. When you get in touch with one of our financial planners, we start by doing a thorough consultation to assess where you are and where you want to be. We then match you up with one of our all-star accountants that will best suit your financial needs – but don’t worry, you’ll still have our whole teams’ support moving forward.