Question 1

How does the free 14 day assessment work?

Accepted Answer

Start with 14 days completely free, no credit card required. During your assessment, we'll onboard you, review your chart of accounts, set up QuickBooks, and deliver a 1-year tax plan. You'll see exactly how our team works and what we can do for your business. If you're happy (and we're confident you will be), you can continue with a paid subscription. If not, no hard feelings.

Question 2

How do I get started with your services?

Accepted Answer

It's easy! Start your free 14 day assessment, and we'll reach out to schedule an onboarding call within 24 hours. We'll gather your financial information, set up your bookkeeping systems, and have you up and running within days. Most clients are fully onboarded within one week.

Question 3

What if I already have a bookkeeper or CPA?

Accepted Answer

No problem! We can work alongside your existing team or take over your accounting completely, whatever makes sense for your business. Many clients come to us looking to consolidate their financial services and reduce complexity with our all-in-one subscription model.

Question 4

What information do I need to provide during onboarding?

Accepted Answer

We'll need access to your bank accounts (read-only), any existing accounting software, prior year tax returns, and basic business information. Our team handles the heavy lifting of organizing and reconciling your books, you just need to grant us access and answer a few questions about your business.

Question 5

What happens after my free assessment ends?

Accepted Answer

Your assessment converts to a paid subscription only if you choose to continue. We'll reach out before your assessment ends to discuss next steps. No automatic charges without your approval, you stay in control.

Question 6

How long does it take to clean up messy books?

Accepted Answer

Most cleanup projects take 2-4 weeks depending on how far behind you are. We've tackled everything from a few months of backlog to years of unfiled returns. We'll assess your situation during onboarding and give you a clear timeline.

Question 7

What's included in my bookkeeping subscription?

Accepted Answer

Your subscription includes everything you need for comprehensive small business accounting: monthly bookkeeping reconciliation, unlimited payroll processing (Advisory and Executive), quarterly tax planning sessions, annual tax filing (business and personal), real-time financial dashboard access, and unlimited email support. No hourly billing, no surprise fees.

Question 8

Do you work with businesses in all industries?

Accepted Answer

Yes! We work with small businesses across all industries, from professional services and e-commerce to construction, healthcare, real estate, restaurants, and more. Each client gets customized accounting support tailored to their specific industry needs and tax requirements.

Question 9

What accounting software do you use?

Accepted Answer

We work with all major accounting platforms including QuickBooks Online, QuickBooks Desktop, Xero, and FreshBooks. If you already have software in place, we'll work within it. If you're starting fresh, we'll help you choose the best fit for your business needs.

Question 10

Do you handle payroll services?

Accepted Answer

Yes! Our Advisory and Executive plans include unlimited payroll processing. We handle payroll runs, employee onboarding, tax withholdings, W-2s, 1099s, and all payroll tax filings. It's all integrated with your bookkeeping so your financial records stay perfectly in sync.

Question 11

Can you help with entity formation (LLC, S-Corp, etc.)?

Accepted Answer

Absolutely. We offer entity formation services including LLC setup, S-Corp election, and corporate structuring. We'll help you choose the right entity type to minimize taxes and protect your assets, then handle all the paperwork and state filings.

Question 12

Do you offer fractional CFO services?

Accepted Answer

Yes, our Executive plan includes fractional CFO services. This includes strategic financial planning, cash flow forecasting, KPI dashboards, board-ready financial reports, and ongoing advisory to help you make business decisions.

Question 13

Do you offer multi-state tax filing?

Accepted Answer

Yes! We specialize in multi-state tax compliance. Whether you have nexus in 2 states or 20, we handle all state income tax filings, apportionment calculations, and state-specific requirements. Our State & Local Tax (SALT) expertise is one of our strongest offerings.

Question 14

Is registered agent service included?

Accepted Answer

Yes, registered agent service is included with every WAYG subscription plan, at no extra cost. For Florida entities, WAYG serves as your registered agent directly. For entities in any other state, we provide coverage through our partner Northwest Registered Agent (northwestregisteredagent.com) in that state, so you have a compliant registered agent everywhere you operate.

Question 15

Can you help with sales tax compliance?

Accepted Answer

Absolutely. We handle sales tax registration, nexus analysis, filing, and compliance across all states where you have obligations. With e-commerce creating sales tax nexus in multiple states, this service has become essential for many of our clients.

Question 16

What are your pricing plans?

Accepted Answer

We offer three subscription tiers: Core ($1,549/month) for established businesses with $250K to $1M revenue covering bookkeeping, tax filing, and quarterly planning; Advisory ($3,950/month) for $1M to $5M businesses adding payroll, monthly planning, IRS support, and quarterly fractional CFO; and Executive ($7,950/month) for $5M+ operators with monthly + on-demand CFO, multi-entity, and a 24/7 dedicated team. Every plan starts with a free 14 day assessment, limited to 10 new trials per month.

Question 17

What's the difference between Core, Advisory, and Executive?

Accepted Answer

Core covers core bookkeeping and annual tax filing. Advisory adds unlimited payroll, quarterly tax planning sessions, and faster response times. Executive includes everything in Pro plus fractional CFO services, custom reporting, and a dedicated account manager for businesses with complex needs.

Question 18

Can I upgrade or downgrade my plan?

Accepted Answer

Absolutely. You can upgrade or downgrade your subscription anytime. We'll prorate the difference so you only pay for what you use. As your business grows, your plan can grow with you.

Question 19

Are there any setup fees or costs?

Accepted Answer

No setup fees and no costs. Your subscription price is all-inclusive. The only additional charges would be for optional add-on services you specifically request, like entity formation, or IRS representation coordinated through a contracted Enrolled Agent or CPA, which are clearly priced upfront.

Question 20

Do you offer annual billing?

Accepted Answer

No. Billing is monthly only. There is no annual plan and no annual discount. You pay the published monthly price for your plan, and you can move up, move down, or cancel at any time.

Question 21

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, American Express) and ACH bank transfers. Payments are processed securely through Stripe. You can manage your payment method anytime through your client portal.

Question 22

What if I need to cancel my subscription?

Accepted Answer

You can cancel anytime, no notice period and no long-term contracts. We'll organize your records and send a full data export so you can hand it to your next provider clean.

Question 23

Do you offer refunds?

Accepted Answer

If you're unsatisfied with our services within the first 30 days after your assessment ends, we'll work with you to make it right or provide a prorated refund. We stand behind our work and want every client to feel confident in their investment.

Question 24

When is my subscription billed?

Accepted Answer

Subscriptions are billed monthly on the same date you originally signed up. You'll receive an email receipt after each payment. Billing is monthly only, so there is nothing to prepay for a year.

Question 25

How quickly do you respond to questions?

Accepted Answer

A real person replies within one business day. Guaranteed. Advisory and Executive clients get priority handling.

Question 26

Will I have a dedicated accountant?

Accepted Answer

Yes! Every client is assigned a dedicated bookkeeper who learns your business inside and out. Advisory and Executive clients also get a dedicated tax strategist. You'll always know who to contact and won't have to re-explain your situation to different people.

Question 27

How do I communicate with my team?

Accepted Answer

However you prefer! Most clients communicate via email, but we also offer phone calls, video meetings, and a secure client portal for document sharing. We adapt to your communication style and schedule.

Question 28

What if I have an urgent tax issue or IRS notice?

Accepted Answer

Contact us immediately, we treat IRS notices and tax emergencies as priority items. We read the notice, pull your transcripts, tell you what it means and what the next step is, and prepare the response and the supporting file. If the matter calls for someone to speak to the IRS for you, representation is coordinated through a contracted Enrolled Agent or CPA under a signed engagement letter, at your request. Executive clients get priority one-business-day response for urgent matters.

Question 29

Is my financial data secure?

Accepted Answer

Your data is encrypted in transit. We only request read only access to your accounts, so we can never move money. Access is limited to the people working on your file, and we follow a written information security plan. We will tell you plainly what is and is not protected rather than overstate it.

Question 30

Do you offer year-round tax planning?

Accepted Answer

Yes! Proactive tax planning is one of our specialties, not just tax preparation. We meet with you quarterly (Advisory and Executive) to review your tax position, identify savings opportunities, and adjust your strategy. No more scrambling at tax time.

Question 31

What tax returns do you prepare?

Accepted Answer

We handle all business and personal tax returns including 1040 (personal), 1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnership), Schedule C (sole proprietor), and all associated schedules and forms. Multi-state returns and complex situations are no problem.

Question 32

Can you help if I'm behind on taxes or have unfiled returns?

Accepted Answer

Absolutely. We specialize in helping clients get caught up on back taxes and unfiled returns. We'll assess your situation, negotiate with the IRS if needed, file all missing returns, and set up payment plans if you owe. No judgment, just solutions.

Question 33

What's included in the 2025/2026 tax updates?

Accepted Answer

The One Big Beautiful Bill Act (OBBBA) brought major changes: 100% bonus depreciation is restored, R&D expensing is back, the 20% QBI deduction is now permanent, SALT deduction increased to $40,000, and there's no tax on tips (up to $25k) or overtime (up to $12.5k). We stay current on all tax law changes and proactively apply them to your situation (as enacted; confirm the exact figures for your situation).

Question 34

What is 100% bonus depreciation and how does it help my business?

Accepted Answer

Thanks to the One Big Beautiful Bill Act (OBBBA), 100% bonus depreciation is fully restored for 2025 and beyond. This means you can deduct the full cost of qualifying equipment, vehicles, and improvements in the year you purchase them, rather than spreading the deduction over several years. It's a powerful tool for reducing your tax bill (as enacted; confirm for your situation).

Question 35

How does the 'No Tax on Tips' provision work?

Accepted Answer

Starting in 2025, tipped employees can deduct up to $25,000 of tip income from their federal taxes. This applies to workers in restaurants, hospitality, and other service industries. If you employ tipped workers, this affects their withholding calculations, we'll help you navigate the payroll implications.

Question 36

What is the QBI deduction and am I eligible?

Accepted Answer

The Qualified Business Income (QBI) deduction allows pass-through entity owners (S-Corps, LLCs, partnerships, sole proprietors) to deduct up to 20% of their business income. Thanks to recent legislation, this deduction is now permanent. Eligibility depends on your income level and business type, we'll help you maximize this valuable deduction.

Question 37

What are the key tax deadlines I should know for 2026?

Accepted Answer

Key 2026 deadlines include: January 15 (Q4 2025 estimated taxes), March 15 (S-Corp and Partnership returns), April 15 (Personal and C-Corp returns, Q1 estimated taxes), June 15 (Q2 estimated taxes), September 15 (Q3 estimated taxes, extended S-Corp/Partnership returns), and October 15 (extended personal returns). We track all deadlines for you and send reminders well in advance.

Question 38

How do I access my financial dashboard?

Accepted Answer

All clients receive access to our secure client portal where you can view real-time financial reports, upload documents, and communicate with your team. You'll receive login credentials during onboarding. The portal works on desktop and mobile, so your financial data is always at your fingertips.

Question 39

Can I see my books in real-time?

Accepted Answer

Yes! Our financial dashboard shows your real-time cash position, P&L, balance sheet, and key metrics. Unlike traditional accounting where you wait for monthly reports, our system keeps your books current so you always know where your business stands financially.

Question 40

What if I need help with my accounting software?

Accepted Answer

We've got you covered. Our team is trained on all major accounting platforms and can help troubleshoot issues, train you on features, or handle the software entirely on your behalf. Software support is included in all plans at no extra charge.

Answers, in plain English.

Getting Started

Services

Pricing & Plans

Billing

Support

Tax Services

Technology & Access

Still have questions?

Answers, in plain English.

Getting Started

01How does the free 14 day assessment work?

02How do I get started with your services?

03What if I already have a bookkeeper or CPA?

04What information do I need to provide during onboarding?

05What happens after my free assessment ends?

06How long does it take to clean up messy books?

Services

01What's included in my bookkeeping subscription?

02Do you work with businesses in all industries?

03What accounting software do you use?

04Do you handle payroll services?

05Can you help with entity formation (LLC, S-Corp, etc.)?

06Do you offer fractional CFO services?

07Do you offer multi-state tax filing?

08Is registered agent service included?

09Can you help with sales tax compliance?

Pricing & Plans

01What are your pricing plans?

02What's the difference between Core, Advisory, and Executive?

03Can I upgrade or downgrade my plan?

04Are there any setup fees or costs?

05Do you offer annual billing?

Billing

01What payment methods do you accept?

02What if I need to cancel my subscription?

03Do you offer refunds?

04When is my subscription billed?

Support

01How quickly do you respond to questions?

02Will I have a dedicated accountant?

03How do I communicate with my team?

04What if I have an urgent tax issue or IRS notice?

05Is my financial data secure?

Tax Services

01Do you offer year-round tax planning?

02What tax returns do you prepare?

03Can you help if I'm behind on taxes or have unfiled returns?

04What's included in the 2025/2026 tax updates?

05What is 100% bonus depreciation and how does it help my business?

06How does the 'No Tax on Tips' provision work?

07What is the QBI deduction and am I eligible?

08What are the key tax deadlines I should know for 2026?

Technology & Access

01How do I access my financial dashboard?

02Can I see my books in real-time?

03What if I need help with my accounting software?

Still have questions?