FAQs

Q: Are there still things I will need to do? Will I still need someone on staff?

We try to make things as painless as possible for you. During your free strategy session , we will determine exactly which services you need. You may want to keep control of certain things, or you may want us to handle everything. We can make it so simple that you just review reports monthly. We will need to communicate with you or someone on your staff on a regular basis, but accounting skills are not necessary. We've got that covered! During initial onboarding, we will work with you or your team to set up access to various accounts.

Q: What if I don't currently use Quickbooks?

You may be using one of the other platforms available for accounting such as Xero, Sage, Freshbooks, and Wave. Or, you might not have anything other than tax returns or spreadsheets! Our team is comprised of Quickbooks Certified ProAdvsiors, so can help move you over to Quickbooks with ease! If you've never set anything up, we can start from scratch as well.

Q: What accounting software does Tall Oak Advisors support?

Our team is comprised of Quickbooks Certified ProAdvisors , and we are extensively familiar with Quickbooks Desktop and QuickBooks Online. If you are currently using other software, we'll be glad to help move you to Quickbooks.

Need help with your taxes or bookkeeping? We are ready to help. Request a Tax Proposal or Schedule a Strategy Session today!

Services

Resources

Company

FAQs

Are there still things I will need to do? Will I still need someone on staff?

Why should we partner with Tall Oak Advisors for our finances?

What if I don’t currently use Quickbooks?

Why should I choose you instead of hiring a local bookkeeping service or local CPA?

What accounting software does Tall Oak Advisors support?

Services

Resources

Company