The questions are not a script we hope you will follow. They are the ones that arrive in the form, usually in a single tired sentence. An open month. Payday. The return. A lender. If your sentence is one of those, you are in the right pile.
Who will I actually talk to. You will be on the call with the Tax CFO who publishes this site, Steven Palmieri, the Entrepreneur's CFO. A colleague may prepare a tie. The answer about scope still comes from the practice, not from a rotating inbox that never quite lands.
Suppose the last month never tied. Then the month is still open. We do not rename it closed so a package looks calm. The next step is the missing statement, the unmatched deposit, or the account that was never tied. Work that depends on a closed month waits. That includes a confident tax position about a year whose books do not match the bank.
Can you run payday. No. Payroll is opened on a provider, and you are the one who operates it. Setup includes the wage map, the deposit rhythm, and the filings that provider will produce. After the handoff, payday is yours. A proposal that quietly includes us running every pay date is a proposal we will rewrite or refuse.
What about people paid as contractors. Classification is a conversation in the month the pattern shows, using the facts of the work. If wages belong, they belong on the payroll you run. We do not sell a slogan that makes the question disappear, and we do not leave it for a January scramble if we already saw it in June.
When does the return get prepared. After the months exist. A return built on closed months is mostly confirmation plus the choices that were still open, often discussed in October. A return built on a year that was never closed is a reconstruction. We will do a reconstruction when that is the true job. We will not describe it as a normal filing.
A lender wants a signed report. Those three reports, audit and review and compilation, are produced by someone else. Those three covers are signed at another firm. Ask the lender what they truly require. Sometimes they require a cover, and you should hire the person who can sign it. Sometimes they require statements that tie, and that is the work described here. Hearing the difference early saves a month of the wrong proposal.
Do you publish prices. No. The number follows a picture of the open months and a scope in words. It then stays put for that scope. Send the picture, not a request to match a card you saw on a profile.
Who keeps the login. You do. We take an invite. We do not become the only people who can open the books, the payroll, or the bank connection. If a prior firm holds the only key, say that. Recovery is the first month, and it is a different scope.
Does a call create an engagement. It does not. In 30 minutes both sides can tell whether a job exists. Both signatures on a letter that names the job and the price are what begin the work. You can learn the limits on this site and hire someone else. That outcome is allowed.
What should I send with the form. The month you can point at, the question in one sentence, and who can open the file. A novel is not required. If the question is the lender letter, say what the letter asked for, in ordinary words, without attaching a document you would not want in a marketing form.
Which question gets a no
A lender's signed report, whether they name an audit, a review, or a compilation, is answered with a no. We do not hold that signature.
Questions about the books, payday setup, and the return are the ones we answer. The cover question is the one we point onward, in the same reply.
Four worries show up often enough that the reply can be plain. The books are open. Payday was never set up. October is here and the year is not closed. A lender wants an assurance letter, and that letter is the job we hand back. Each of those gets a direct answer on this page, and the form is for the version that does not fit the four. Use the sentence you already have. We answer that sentence.
Ask the open question
Use the sentence you already have. We will answer that one.
You will be talking to the Steven Palmieri practice.