Contact/Consultation

Most clients benefit from monthly bookkeeping services, which provide timely financial insights while keeping workloads manageable. However, growing businesses or those with high transaction volumes might prefer bi-weekly or even weekly updates. During our consultation, we’ll recommend the ideal frequency based on your business needs.

Bookkeepers focus on recording and organizing financial transactions, maintaining accurate records, and generating regular financial statements. Accountants typically provide higher-level analysis, tax planning, financial forecasting, and specialized advice. At MitchTaxBook, our services bridge these areas, offering comprehensive support for your financial management needs.

Yes! We’re experienced with most major accounting platforms including QuickBooks (Online and Desktop), Xero, Wave, FreshBooks, and others. If you’re already using a system that works for your business, we’ll adapt to your existing workflow rather than forcing you to change.

Client confidentiality and data security are our top priorities. We utilize bank-level encryption for all digital information, secure client portals for document sharing, strict access controls within our team, and comprehensive data backup systems. We also maintain clear confidentiality agreements with all clients.

We offer transparent, value-based pricing rather than surprising you with hourly billing. After understanding your specific needs during the consultation, we’ll provide a clear service proposal with fixed monthly or project-based fees. This approach allows you to budget confidently while receiving all the services you need.

We’ve designed a smooth onboarding process that minimizes disruption to your business. This includes a comprehensive review of your current financial status, systematic transfer of historical data, coordination with your previous provider, and clear communication throughout the transition period. Most clients find the process much easier than they anticipated.

As a primarily virtual practice, we’ve perfected remote service delivery using secure, user-friendly digital tools. We conduct consultations via video conferencing, use encrypted portals for document sharing, and provide regular updates through virtual meetings. This approach allows us to serve clients nationwide with the same high level of service, regardless of geographic location. Our streamlined virtual processes often result in faster turnaround times and greater convenience compared to traditional in-person services.