Frequently Asked Questions

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We offer bookkeeping, clean-up, and tax services for businesses of all sizes, including entrepreneurs. Our services include monthly transaction categorization, bank and credit card reconciliations, financial reporting, year-end support, and tax preparation. Whether you need up-to-date books, catch-up work, or help filing your taxes, we’re here to help. 

 Yes, several members of our team are certified QuickBooks Online ProAdvisors. We can help set up your account, clean up existing records, and provide guidance to use it more effectively. If you're already using QuickBooks, we’ll work with you to optimize it for your business needs. 

Absolutely. Whether your books are a few months or a few years behind, our team is experienced in bringing records up to date. We'll clean up past errors and get your books organized and accurate, so you can make better financial decisions for your business and move forward with confidence.

 Yes, we offer expert tax preparation and filing services through our in-house IRS Enrolled Agent with over 25 years of experience. Licensed to represent clients before the IRS, she ensures your tax process is smooth, compliant, and stress-free. 

Cole & Company stands out as a collaborative, family-run firm that combines expert-level service with the kind of personal care and attention you and your business deserve.

We primarily work remotely using secure, cloud-based systems to ensure your financial information is always up to date. We meet with clients virtually via Zoom or by phone, making communication easy and convenient. However, we're happy to meet in person with local clients when needed. 

We offer customized pricing based on your business size, transaction volume, and the services you need. After your consultation, we will perform a free diagnostic review and provide a transparent, no-pressure quote with no hidden fees—just straightforward pricing and honest service.