Extended Information
Frequently Asked Questions
We believe transparency is key to a long-lasting advisory relationship. Review this extensive list of questions encompassing everything from pricing models to how we structure our digital client communications.
General & Services
We offer three comprehensive service lines specifically tailored to Philadelphia businesses: Tax Preparation & Planning (including complex multi-entity structures), rigorous Small Business Accounting (bookkeeping, payroll reconciliation, P&L reporting), and high-level CFO + Advisory Services (financial blueprinting and scale models).
No, as a highly specialized B2B firm, we exclusively service business owners, corporate entities, and entrepreneurs. We will certainly manage the personal returns of our business clients as their corporate and personal finances are intrinsically tied, but we do not accept standalone W-2 individual clients.
Onboarding & Operations
Absolutely. We operate a highly optimized hybrid firm. All document ingestion, signatures, and strategic meetings can be securely facilitated remotely via encrypted portals. We have a deep footprint in Pennsylvania but service corporate entities spanning multiple states.
It begins with a Discovery Call where we map out your major pain points. From there, we execute a 'clean-up' period in which we audit your past two years of tax returns and reconcile your ledger to find immediate gaps. Once stabilized, we roll directly into executing our monthly or quarterly advisory frameworks.
We utilize a bank-level encrypted 256-bit secure portal for all file sharing. We never ask clients to email raw bank statements or unencrypted social security numbers. Security and fiduciary privacy are uncompromising mandates inside our firm.
Pricing & Billing
No. We believe the hourly billing model destroys the client-CPA relationship by incentivizing us to work slowly, and discouraging you from communicating. We operate strictly on predictive, flat-fee retainers tailored precisely to the volume of work required. You will always know your bill exactly on the 1st of the month.
Our flat-fee arrangements account for: Annual revenue scale, transaction volume (e.g., number of checking/credit items per month), complexity of entities (e.g., holding company vs operating LLC), number of employees for payroll processing, and whether you require CFO-level executive forecasting meetings.
Audit & Support
Never panic. As integrated clients, you simply forward the notice directly to your dedicated partner. We investigate the discrepancy and, if necessary, communicate directly with the IRS on your behalf via Power of Attorney to resolve the flag without pulling you away from operating your business.
A standard bookkeeper performs data-entry, merely categorizing expenses to keep a ledger organized. A CPA firm like Anderson & Moore interprets that ledger. We use that data to conduct forward-facing tax planning, catch potentially catastrophic compliance violations, and offer certified validation of financial health to lenders and acquirers.
Yes! Transitioning is the most common reason businesses enter our doors. We handle the process cleanly: we instruct you on obtaining the necessary prior-year digital documents and depreciation schedules, and we handle the integration entirely so your operational transition is smooth and painless.