Get Started

Get Started

Ready to get started working with us?

Here’s what it looks like.

Fill out a brief questionnaire.

After reviewing your answers, if we still agree that Numberwise is the best accounting firm for you, we’ll send you a link to book a call.

On this call we’ll discuss the objectives for your business and your future goals, as well as any struggles you are currently experiencing. Before we prescribe a solution, we need to diagnose the issues.

After our call, we’ll request to review your current accounting records and copies of your most recent tax return.

Upon our review, you’ll receive a proposal with a suitable service package for your business.

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Balance Sheet Basics
When a business owner reviews their “financials”, they usually jump straight to the Income Statement and ignore the Balance Sheet. You really only care about how much money you are making – and that’s on the Income Statement – so why should you care about the Balance Sheet? That is a big mistake. So let’s
Can I Take A Home Office Deduction?
So you’ve started your own business (hooray!) and want to know what deductions you are able to take.  One of the most common questions relates to the home office deduction – Can I take it? Should I take it?  In order to take the home office deduction, 1) the space must be used exclusively for