FAQ
Common questions.
If yours isn't here, ask it on the call.
Do you file our taxes?
Yes — federal and state returns, plus 5472, 5471, FBAR, Delaware franchise tax and the R&D credit, prepared from the books we close every month. Tax is quoted separately from the monthly plans; starting prices are published.
Do you work with foreign-owned companies?
Yes, it's a specialty. We file the 5472, 5471 and FBAR that come with a non-US shareholder or subsidiary. If you also need the Moroccan side consolidated or a full due-diligence review, that's our affiliated firm, Apro Advisors.
Do we have to use accrual?
If you've taken institutional venture capital or plan to, effectively yes. GAAP requires it, investors expect it, and cash-basis misses deferred revenue, prepaids and accrued liabilities. Converting later, under a deadline, is the expensive path.
Who owns the books?
You do. QuickBooks Online in your name, your subscription, your data. If we part ways you keep everything and there's nothing to migrate.
Are you a US CPA firm?
We're a US accounting practice, but not a registered US public accounting firm. We do bookkeeping, reporting and US tax return preparation — not audit or attest. For an audit you'll need an independent licensed US CPA firm.
Our books are a year behind. Too late?
No, and it's how most clients arrive. Free diagnostic first, fixed fee, then we rebuild. How cleanup works.
How do you handle SAFEs and convertible notes?
Booked to the balance sheet, tracked consistently, and reconciled to the signed documents. Inconsistently tracked SAFEs are a common reason diligence stalls.
Can you get us audit-ready?
We keep books and workpapers that make an audit cheaper and faster. We can't perform the audit — that's a licensed US CPA firm.
Our investor wants monthly reporting. Can you produce it?
Yes. That's the investor pack, included from the Growth plan.
What if we outgrow you?
At Series B and beyond most companies need an in-house controller and a firm with an audit practice. We'll tell you when you're there and help with the handover.
Where is your team?
In the United States. US GAAP trained, with senior review on every close.
Still have a question?
FAQ
Common questions.
If yours isn't here, ask it on the call.
Do you file our taxes?
Yes — federal and state returns, plus 5472, 5471, FBAR, Delaware franchise tax and the R&D credit, prepared from the books we close every month. Tax is quoted separately from the monthly plans; starting prices are published.
Do you work with foreign-owned companies?
Yes, it's a specialty. We file the 5472, 5471 and FBAR that come with a non-US shareholder or subsidiary. If you also need the Moroccan side consolidated or a full due-diligence review, that's our affiliated firm, Apro Advisors.
Do we have to use accrual?
If you've taken institutional venture capital or plan to, effectively yes. GAAP requires it, investors expect it, and cash-basis misses deferred revenue, prepaids and accrued liabilities. Converting later, under a deadline, is the expensive path.
Who owns the books?
You do. QuickBooks Online in your name, your subscription, your data. If we part ways you keep everything and there's nothing to migrate.
Are you a US CPA firm?
We're a US accounting practice, but not a registered US public accounting firm. We do bookkeeping, reporting and US tax return preparation — not audit or attest. For an audit you'll need an independent licensed US CPA firm.
Our books are a year behind. Too late?
No, and it's how most clients arrive. Free diagnostic first, fixed fee, then we rebuild. How cleanup works.
How do you handle SAFEs and convertible notes?
Booked to the balance sheet, tracked consistently, and reconciled to the signed documents. Inconsistently tracked SAFEs are a common reason diligence stalls.
Can you get us audit-ready?
We keep books and workpapers that make an audit cheaper and faster. We can't perform the audit — that's a licensed US CPA firm.
Our investor wants monthly reporting. Can you produce it?
Yes. That's the investor pack, included from the Growth plan.
What if we outgrow you?
At Series B and beyond most companies need an in-house controller and a firm with an audit practice. We'll tell you when you're there and help with the handover.
Where is your team?
In the United States. US GAAP trained, with senior review on every close.