FAQ

Questions, answered plainly.

The honest answers we'd give you over coffee.

Work Together

  • Established San Antonio small businesses — typically service businesses, retail, food and beverage, and professional firms doing roughly $1M–$2M a year — who want a reliable, relational financial partner. If you're looking for the cheapest option or a one-time transaction, we're probably not your firm, and we'll tell you that honestly.

  • Twenty minutes, no pressure. You tell us about your business and what's stressing you out; we ask a few questions and give you an honest read on fit and next steps. If we're not the right partner, we'll point you toward someone who is.

  • The Clarity Method: first we organize (structure your books and systems), then we make sure you understand (clear reports, plain-language reviews), then we help you grow (planning and advisory). You'll know exactly what's happening at every step — organized onboarding is part of the promise.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • Responsively and consistently. Monthly reports come with plain-English context, planning conversations happen before deadlines instead of after, and when you call with a question, you get your CPA guy — not a call center.

Services & Pricing

  • By scope, agreed up front. Every business is different, so we price after the discovery call — then you get transparent monthly pricing with no surprise invoices. We're not the cheapest option; we're the reliable one.

  • Our focus is ongoing relationships, where we can actually plan ahead for you. If a one-time preparer is what you need, we'll say so and suggest a direction.

  • Yes — cleanup is a common starting point and nothing to be embarrassed about. We'll scope how far back things go and get you current before monthly service begins.

  • We serve a broad range of established local businesses. If your situation needs a niche specialist, we'll tell you honestly on the first call.

Practical

  • Both. We're rooted in San Antonio and love meeting face to face, and we work smoothly with clients virtually too.

  • Last year's tax returns, a rough sense of your bookkeeping situation, and your questions. That's plenty.

  • Sí. Nuestra comunidad es bilingüe y nosotros también. [Confirm exact language services with Robert & Lily before publish.]

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