SERVING LOS ANGELES · SAN FRANCISCO · MANHATTAN BEACH
A few things you might
be wondering.
Straightforward answers about getting started, choosing the right support, and how we work.
THE FIRST STEP
Getting started
A useful first conversation starts with your questions and what you need help with.
How do I get started?
Book a 15-minute introductory call with Kirk Cole, CPA. Share what you need help with, your current setup, and any upcoming deadlines. You can also contact the team with an initial question.
What should I bring to the first call?
Bring a short description of your business or individual tax needs, the accounting software you use, and the questions you want answered. It helps to know which years or periods need attention and whether you need ongoing support or help with a specific project. Our preparation checklists can help you organize the details.
How much do services cost?
Fees depend on the work involved and the scope of your engagement. You can review starting fees for accounting services and our tax preparation information before the first conversation. We can then discuss the support you need and the scope to price.
Can we discuss switching from another accountant?
Yes. Use the first conversation to talk through your current records, software access, outstanding work, and timing. That gives us a starting point to discuss the scope of support and what a transition would involve.
FINDING YOUR FIT
Services
From individual tax preparation to the accounting needs of a growing business.
What can Simple Accounting help with?
Our services include business and individual tax preparation, bookkeeping, QuickBooks Online setup, payroll and bill support, and controller and CFO advisory. The right mix depends on your needs and the scope of your engagement. Explore our services to see where you might need support.
Do I keep ownership of my QuickBooks account?
Yes. You own your QuickBooks account and keep access to it. If you need help getting started, QuickBooks Online setup is one of the services we offer.
WORKING TOGETHER
Our approach
AI-supported workflows, professional review, and clear ways to share information.
What does “AI-powered accounting” mean?
It means using AI-supported workflows as part of the work, alongside professional review. Human judgment remains central to understanding the information and the questions it raises. Visit AI Insights for practical lessons about using these tools thoughtfully.
What is the CPA’s role?
Technology supports the workflow; professional judgment and review remain central to the work. Your introductory call is with Kirk Cole, CPA, and is a good time to discuss the scope of your engagement and who will be involved. You can also meet the team.
How should I share tax and accounting documents?
We use Egnyte for document sharing. Ask the team for the upload instructions for your engagement before sending confidential records; use the contact page for your initial message. Our document preparation checklists can help you organize what you may need.
Still have a question?
Tell us what you’re working through. A short conversation can help clarify the support you need.