Question 1

What types of businesses do you work with?

Accepted Answer

We specialize in serving businesses with $1M-$10M in revenue, including tech startups, professional services, manufacturing, retail, and real estate companies. Our sweet spot is growing businesses that need strategic CFO-level guidance alongside traditional accounting services.

Question 2

How do your monthly packages work?

Accepted Answer

Our packages include everything from bookkeeping to CFO advisory on a predictable monthly basis. You'll get consistent service delivery, proactive communication, and strategic insights to help grow your business. All packages include a dedicated team and guaranteed response times.

Question 3

What makes HRX different from other CPA firms?

Accepted Answer

Our family office approach means we coordinate with your other advisors (attorneys, wealth managers) to provide comprehensive financial strategy. We're proactive rather than reactive, offering strategic planning and growth advisory alongside traditional compliance work.

Question 4

Do you handle multi-state tax situations?

Accepted Answer

Yes, we regularly handle multi-state tax situations for our business and individual clients. Whether you have operations in multiple states, rental properties across state lines, or complex residency situations, we have the expertise to navigate these complexities.

Question 5

What are your response time guarantees?

Accepted Answer

Response times vary by package level. Business Essential clients receive responses within 48 hours, Business Professional within 24 hours, and Business Premium within 4 hours during business days. For urgent matters, all clients have access to priority contact methods.

Question 6

What's included in monthly bookkeeping?

Accepted Answer

Monthly bookkeeping includes transaction categorization, bank reconciliation, financial statement preparation, accounts receivable/payable management, and monthly financial reporting with insights and recommendations.

Question 7

How do you handle payroll processing?

Accepted Answer

We manage full-service payroll including salary calculations, tax withholdings, direct deposits, quarterly reporting, and year-end W-2 preparation. We also handle contractor payments and 1099 reporting.

Question 8

What CFO services do you provide?

Accepted Answer

Our CFO services include cash flow forecasting, financial modeling, budgeting and planning, KPI development, board presentation preparation, acquisition support, and strategic financial guidance for growth decisions.

Question 9

Do you help with business acquisitions?

Accepted Answer

Yes, we provide comprehensive acquisition support including due diligence review, financial modeling, tax structure optimization, integration planning, and post-acquisition financial management.

Question 10

What industries do you specialize in?

Accepted Answer

We have deep expertise in technology (SaaS, fintech), professional services, healthcare, manufacturing, retail/e-commerce, and real estate. Each industry has unique challenges we understand well.

Question 11

How do you handle R&D tax credits?

Accepted Answer

We identify qualifying R&D activities, document expenses properly, prepare detailed calculations, and manage the credit application process. We've helped clients claim millions in R&D credits across various industries.

Question 12

What personal tax situations do you handle?

Accepted Answer

We handle complex personal tax situations including high-income professionals, stock options/RSUs, rental properties, international income, business ownership, and multi-state residency issues.

Question 13

How do you help with stock option planning?

Accepted Answer

We provide timing strategies for option exercises, tax impact analysis, AMT planning, holding period optimization, and coordination with financial advisors for comprehensive wealth management.

Question 14

Do you provide estate planning support?

Accepted Answer

While we don't draft estate documents, we coordinate closely with estate attorneys to ensure tax-efficient structures, provide valuation support, and handle the tax aspects of estate and gift planning.

Question 15

What if I have international income or assets?

Accepted Answer

We handle all international tax compliance including FBAR, Form 8938, foreign income reporting, tax treaty benefits, and coordination with international tax advisors when needed.

Question 16

How do you help with retirement planning?

Accepted Answer

We provide tax-efficient retirement distribution strategies, Roth conversion planning, social security optimization, and coordination with financial advisors for comprehensive retirement planning.

Question 17

How do you onboard new clients?

Accepted Answer

Our onboarding process includes an initial consultation, document collection, system setup, historical review, and a comprehensive planning session. Most clients are fully onboarded within 2-3 weeks.

Question 18

What technology platforms do you use?

Accepted Answer

We use leading cloud-based platforms including QuickBooks Online, Xero, Bill.com, Gusto for payroll, and secure document portals. We'll work with your existing systems or recommend optimal solutions.

Question 19

How do you ensure data security?

Accepted Answer

We maintain bank-level security with encrypted data transmission, secure cloud storage, multi-factor authentication, regular security audits, and comprehensive cyber liability insurance.

Question 20

What's your pricing structure?

Accepted Answer

We offer transparent monthly pricing based on business size and complexity. Most businesses save money compared to hiring internal staff, while receiving higher-level expertise and strategic guidance.

Question 21

Can I upgrade or downgrade my package?

Accepted Answer

Yes, packages can be adjusted as your business grows or needs change. We review service levels quarterly and recommend adjustments to ensure you're getting optimal value.

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