What type of businesses do you work with?
That depends! If your needs are QuickBooks set-up or training, we can work with a business of any size. We can provide training 1-on-1 for you or your employees or group training sessions. For monthly bookkeeping, we work with soloprenuers and small businesses, with varying accounting needs. The majority of our clients come to us because the business owner just wants more administrative time to devote to other projects, wants to streamline payroll costs of having accounting staff in house, or they don’t have enough work to justify a part-time employee.
What do your services cost?
We build customized service packages based on the needs and frequency requirements of our clients. For a general overview of our charges, please refer to our Basic Pricing Guide. Before work is begun, a customized quote will be done for your business.
Where are you located?
We are physically located in the Kansas City area, but we have clients all over the country. Much of what we do is electronic. If you have a scanner or fax machine we have a process to keep you up to date, ever if you aren’t located around Kansas City.
What are your office hours?
Office hours are 9:30-5 on Monday-Friday. For more information about our services or to schedule an appointment, please call, e-mail, or use our contact form any time you choose. We make every effort to respond within 1 business day. During peak seasons, more time may be necessary.
What are peak seasons?
At the end of each year, business owners start thinking about filing taxes and we get more calls. Work can be non-stop for us from December through April. There is also an influx in work right before the IRS extension deadlines in September and October.
What extension deadlines?
September 15 is the extension deadline for S-Corps, C-Corps, Partnerships and Non-Profits whose tax year ended on December 31 and with an original filing date of March 15.
October 15 is the extension deadline for sole proprietors and single member LLCs whose tax year ended on December 31 and with an original filing date of April 15.
What should I bring to my first appointment?
Click here for a check list of needed documentation for your first meeting.
What is your payment policy?
Check out our Payment Policy.
What services do you provide?
Check out our Services page.
Will you sign a confidentiality agreement?
Absolutely! Rest assured that even without an agreement, your privacy is sacred. Capstone only shares general anecdotal information to help other business owners and answer their questions based on experiences we’ve seen with our clients. We would NEVER share direct information about you or your company.