A bookkeeper records the transactions data, categorizes it, and performs account reconciliations on the books.  Management accountants analyze financial reports, create budgets and financial forecasts, analyze profits, plan cashflow, and meet with the management to understand the financial performance of the business.

No, at the moment we do not offer income taxes as a service.

Absolutely.  We offer services to catch up and clean up the books and financials that are behind or were not done properly.

We offer flat-rate, transparent monthly packages tailored to your business needs, as well as hourly rates for specific project-based work.

Before we can determine how much the services will be priced, we will have to meet with you to determine the size and complexity of the business and what services are needed. From there, we prepare a no obligation quote tailored to your business needs. You'll have the time to review everything and decide if Vista Financial CPA is the right fit for your business.

Client satisfaction is very important to us. Any mistakes we make, we will correct at no additional charge. If there are any mistakes caused by the client, we are happy to help resolve them, but additional charges may apply. If you are still not satisfied, our engagements are non binding, meaning you can terminate our services at any time by simply sending us an email.

No.  All fees and services are agreed upon upfront in our engagement letter so there are no surprises.  If there is a service that is performed outside the scope of engagement, then we will inform you of any separate charges before the work is started.

Before beginning any work outside of the original engagement, we will review the additional services needed and any associated pricing with you for approval.

We use an encrypted, secure portal to ensure all of your financial documents are protected.

We offer both! We are happy to meet at our local office or hold secure virtual meetings via Zoom, depending on your preference.

Yes, you will be assigned a primary point of contact who knows your business and is available to answer your questions.

We primarily work with QuickBooks Online and QuickBooks Desktop but are able to work with other accounting and ERP softwares such as Xero, FreshBooks, Cetec, and Deltek.

We aim to respond to client emails within 24-48 hours.  If an ad-hoc or project request is made, we will respond and let you know that we may need more time to get back to you.

We are available year-round, except for major holidays and on a few occasions, office closures for company retreats or events.  Otherwise we are open and available during our regular office hours Monday-Friday.

Although Dan may be involved in part of the process, in order to build the best partnership and knowledge within your business, you’ll be working with a dedicated and trained team member.