Your Accounting & CFO Questions Answered
Have questions about your finances? Our CPA-led team provides clear, reliable guidance for growing businesses.
FAQs
How do I know if I need a CPA or just a bookkeeper?
If your business is growing, dealing with taxes, payroll, loans, or investor reporting, you need CPA oversight. A bookkeeper records transactions. A CPA ensures compliance, tax efficiency, and financial accuracy. At Epicwayz Advisors in Plano, TX, our bookkeeping operates under CPA supervision to protect your business.
Do you only work with businesses in Plano, TX?
We are based in Plano, TX, and proudly serve local businesses. However, we also work with companies across Texas through secure cloud-based systems. Local clients benefit from in-person support when needed.
How much do your accounting and bookkeeping services cost?
Our pricing depends on transaction volume, reporting needs, payroll size, and complexity. We don’t use one-size-fits-all packages. Instead, we assess your business and provide transparent, customized pricing with no hidden fees.
What makes Epicwayz Advisors different from other accounting firms in Plano?
We don’t just prepare reports we help business owners understand their numbers. Our services are CPA-led and supported by fractional CFO expertise, meaning you receive strategic financial guidance, not just compliance work.
Can you help clean up messy or outdated books?
Yes. Many clients come to us with disorganized or behind bookkeeping. We review your records, reconcile accounts, correct errors, and rebuild accurate financial statements so you can move forward confidently.
Do you provide Fractional CFO services for small businesses?
Yes. Our fractional CFO services are ideal for growing businesses that need financial strategy, cash flow forecasting, budgeting, and decision-making support without hiring a full-time CFO.
Will you represent us if we receive an IRS notice?
Yes. As licensed professionals, we assist clients in responding to IRS notices, resolving discrepancies, and ensuring compliance. We guide you step-by-step to minimize stress and protect your business.
How often should my business review financial statements?
Most businesses should review financial statements monthly. Growing businesses or those preparing for funding may need more frequent reviews. We provide structured monthly reporting so you always understand your financial position.
Do you work with startups or only established companies?
We work with startups, growing businesses, and established companies. For startups, we help set up accounting systems properly from the beginning to avoid future compliance and reporting problems.
Can you help us prepare financial statements for bank loans?
Absolutely. We prepare professionally formatted, CPA-reviewed financial statements that lenders expect, including balance sheets, income statements, and cash flow reports.
What accounting software do you support?
We primarily work with QuickBooks Online and other cloud-based accounting systems. We help with setup, optimization, cleanup, and ongoing management to ensure your system is structured correctly.
Is outsourcing payroll safer than doing it in-house?
Outsourcing payroll reduces compliance risks and costly errors. Payroll involves tax filings, reporting deadlines, and regulatory updates. Our payroll services ensure accuracy, timely filing, and secure employee payment processing.
How do you keep our financial data secure?
We use secure, cloud-based accounting systems with encrypted data protection and controlled access. Client confidentiality and data security are a top priority for our firm.
How long does it take to get started?
After an initial consultation, onboarding typically takes 1–2 weeks depending on the condition of your current records. Cleanup projects may require additional time if records are significantly behind.
How do I know if my business is financially healthy?
Financial health isn’t determined by revenue alone. Profit margins, cash flow stability, debt levels, and tax positioning all matter. We help you interpret your numbers clearly so you can make informed business decisions.
HOW CAN WE
HELP YOU?
Whether it’s CFO advisory, accounting, tax, or business planning, our professionals are ready to support your next step with clarity and confidence.