Running a Business

How can I get started with Numberwise?

The simple answer is to click here. We know people are usually pretty anxious to get started, but we want to make sure Numberwise is the right fight for your business. So we will have some questions for you before we prepare a proposal of services and prices. But once we get all that figured out, it is smooth sailing from there.

What kind of information do I need to get started?

We want to better understand how you are currently doing things so we know how to help. Here are some questions we will probably ask you:

  • What accounting system do you currently use (if any)?
  • How many employees do you have?
  • How many bank accounts do you have?
  • What are your long-term goals for the business?
How much do your services cost?

That is a complicated question – sort of like asking “How much does it cost to build a home?”

After first contacting us, we will ask you for some information that will help us propose some service packages. Those packages will all have a proposed price. So you will always know in advance exactly how much you will be paying, and you will never be surprised by a bill. And all of our services are backed by our full guarantee – if you aren’t happy, you don’t pay.

How soon will I get my refund if I paper file my tax returns?

In past years, refunds were normally processed 2-4 weeks after getting the return. To check your refund status visit https://www.irs.gov/refunds.

How can I set up installment payments to the IRS for my taxes owed?

You can request an installment agreement from the IRS here – https://www.irs.gov/payments/online-payment-agreement-application.

How long should I keep my documents?

Keep copies of your tax returns forever. Keep receipts for 5 years. Documents substantiating income or deductions – keep for 3 years after the date of filing the tax return. Documents related to purchase or improvement of residence – keep until you sell the residence (and for 3 years after).


Accounting Myths vs. Reality
Accounting Myths vs. Reality Accounting is really, really old. The title of Certified Public Accountant (CPA) may have “just” been created in 1896, but records of accounting have been found that date back thousands of years. How would taxes have been determined anyway, without a bit of math? Over time, people have created many stereotypes
3 Reasons Bookkeeping is Important Year-Round
3 Reasons Bookkeeping is Important Year-Round Whenever tax season comes around, I hear many business owners talk about the need to update their bookkeeping in order to prepare their tax returns. As an accountant, that always hurts my soul a little, because it shows those business owners don’t understand the importance of updating and monitoring

Request a Consultation

Book your free no-obligation consultation and find out how we can help your business!