FAQ

  • Are you currently accepting new clients?

    Yes, we are open to partnering with new businesses and individuals. To explore the possibility of working together on your future tax and accounting needs, please utilize the provided link to schedule a 20-minute introductory video call with us.

  • What documents do I need to provide to get started?

    For tax clients, we require a minimum of your 2 most recent tax returns. For accounting clients, we request access to your QuickBooks Online account or, if that is not feasible, we would like to review the general ledger detail reports from your accounting software from the last 3 months.

  • Why is annual tax planning important?

    Effectively managing taxes can often be a significant source of stress. Engaging in proper tax planning can potentially help reduce your tax burden. Without professional guidance, many taxpayers overlook potential tax benefits and end up paying more than necessary. By engaging in proper tax planning, you can identify the tax benefits you are eligible for, including deductions, rebates, credits, and exemptions. We highly recommend investing in tax planning as early as possible.

  • When should I consider outsourcing my accounting?

    It is never too early to consider outsourcing your accounting operations. Accurate financial information is crucial for making informed business decisions. Having visibility into your cash flow and identifying areas where your margins can be improved will enable you to take your company to the next level. Experienced tax and accounting professionals can assist you in managing your finances and scaling your business. At Number Nexus, we offer affordable monthly bookkeeping packages starting as low as $350 per month to help guide you on the right path.

  • Do you provide services for growing businesses?

    Number Nexus offers a range of services that support the growth of your business. These services include full write-up accounting, tax planning, business and CFO consulting, as well as budgeting and forecasting. Full write-up accounting is designed to address your day-to-day accounting needs, including invoicing, bill payments, and payroll processing. As your business expands, implementing a budget and forecast can provide valuable tools for managing expenses and predicting revenue. This product will not only enhance your financial results but also help you track progress and identify areas for improvement year after year.

  • Which accounting and payroll software do you recommend?

    At Number Nexus, we recommend QuickBooks Online for your bookkeeping and accounting needs. It offers flexible packages that grow with your business. Starting with Essentials or Plus is often a popular choice, but there may be other options better suited to your specific requirements. For payroll, we recommend Gusto. Contact Number Nexus before signing up to potentially access preferred rates through our partnership. Reach out to us for assistance in selecting the right accounting and payroll software for your business.