Questions about working with Eastlake CPA

All work is reviewed and overseen by experienced accountants and a CPA. Every deliverable goes through a quality review before it reaches you.

Service-based businesses, professional practices, and growing companies that have moved past the startup phase. Common clients include healthcare practices, consulting firms, S-Corps, multi-owner LLCs, real estate operations, and technology companies.

Yes. We are based in the Seattle area but fully virtual. We work with clients across Washington State and nationally via phone, video, and email.

Yes. We manage the transition and request files from your prior accountant. If prior records need work, we scope that before the monthly engagement begins.

Primarily by email, with scheduled calls as needed. Growth plan clients have a quarterly review call included. Time-sensitive questions are handled responsively between check-ins.

Every plan includes bookkeeping, bank and credit card reconciliations, monthly financial statements, QuickBooks Online management, and payroll and sales tax support. The Growth plan adds AP/AR oversight, estimated tax reviews, owner compensation review, a quarterly call, and cash flow reporting. See the pricing page for a full breakdown.

Within the first two weeks of the following month. Your specific delivery date is confirmed during onboarding based on account and statement timing.

QuickBooks Online exclusively. If you are on a different platform, migration is handled during onboarding.

Very little. Most data flows automatically through connected bank and credit card feeds. For accounts that require manual statements, we set up a simple process during onboarding.

We coordinate with your payroll provider to ensure transactions are recorded correctly and liabilities are reconciled. We do not run payroll processing directly.

S-Corporations (1120S), partnerships and multi-member LLCs (1065), C-Corporations (1120), and Schedule C filers. Owner personal returns (1040) are also available alongside the business return.

It can be bundled or kept separate. Use the toggle on the pricing page to see both options. The owner personal return (1040) is an add-on in either case.

Preparation reports what already happened. By the time it starts, most decisions affecting your tax outcome are locked in. Planning happens during the year while there is still time to act, adjusting estimated payments, reviewing structure, and identifying opportunities before deadlines pass.

Yes. S-Corp analysis is part of our tax planning work. We run a comparative analysis based on your income, compensation structure, and operating state, and give you a clear recommendation.

For returns we prepared, we assist with IRS correspondence and notices. Audits requiring formal representation are referred to a tax attorney or enrolled agent.

Common signs: accounts that do not reconcile, months of uncategorized transactions, a QuickBooks file you do not trust, or a tax preparer who had to reconstruct records at filing time.

Fixed-scope project. We review your actual QuickBooks file first, then provide a flat-fee proposal based on what we find. You know the full cost before anything starts.

As far back as source records allow. The scope and cost are reflected in the proposal before work begins.

Cleanup corrects the books and documents what changed. Amended returns are not part of cleanup, but we provide the documentation needed to evaluate whether an amendment is warranted.

Based on transaction volume, entity type, number of accounts, and services included. Prices on the pricing page are starting points. Your actual rate is confirmed after a consultation with no surprise charges after the engagement begins.

No. Monthly accounting is month-to-month with 30 days notice to cancel. Cleanup and project work are fixed-scope with no ongoing commitment.

Monthly accounting is billed at the start of each month via ACH or credit card. Project work is split 50/50 between start and delivery. Tax preparation is billed upon completion before filing.

Your rate is stable unless scope changes materially. Any adjustments are discussed and confirmed in writing before taking effect.

A free 30-minute consultation. We learn about your business, your current setup, and what you need. You get a clear answer on whether we are a good fit and what service makes sense.

One to two weeks for most clients. If a cleanup is required first, that timeline extends based on the scope of the backlog.

Access to your QuickBooks Online file and bank and credit card accounts is enough to get started. If you are not yet on QuickBooks Online, we handle the setup.

Yes. Most clients start mid-year. We assess prior months and determine whether a catch-up is needed before the ongoing engagement begins.

A common starting point, not a problem. We start with a diagnostic review to understand what we are dealing with, then scope the cleanup with a clear cost and timeline before any work begins.