Common questions
Answers before you ask.
The things people actually want to know before they reach out. If yours is not here, just ask.
Common questions
What people ask before they reach out.
What if my books are behind or a mess?
That is one of the most common reasons people call us, and it is fixable. We start with a catch-up and cleanup to get your records current and accurate, then keep them that way month to month. Being behind is not a reason to wait. It is a reason to start.
Do I have to switch accounting software?
No. We work in QuickBooks Online and Desktop, and we can also take over a file that is in another system. If you do not have software in place yet, we will set it up as part of onboarding.
How does pricing work?
We quote bookkeeping and advisory based on your actual situation, which is why we do not post a rate card. Tax preparation is quoted the same way, by what your return actually contains. Business returns and filings are quoted by entity type and complexity. Call any office for a quote.
What is the difference between bookkeeping and advisory?
Bookkeeping keeps your records accurate month to month. Advisory looks at those records and the bigger picture to identify decisions worth making: how to structure the business, how to pay yourself, how to reduce what you owe over time. Some clients do both. Some start with one and add the other.
How do I send you my tax documents?
Through your secure client portal. You can upload documents any time, and we will organize and prepare everything from there. You can also drop things off at any of our three offices if you prefer.
Can you work with clients outside Western New York?
Yes. We work with clients across the country and overseas. Everything goes through your secure portal, so location does not matter.
How is Sterling Complete different from using separate providers?
Sterling Complete is one retainer that covers bookkeeping, business tax, sales tax and advisory together. The same team handles all of it, so there are no handoffs and nothing falls through the gap between your bookkeeper and your tax preparer.
What is the client portal?
A secure, encrypted space where you upload documents, sign returns and communicate with your team. You access it through portal.sterlingtax.com/login. If you are not a client yet, get in touch through our contact page and we will get you set up.
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