Know what to expect before the work begins.

The complimentary fit call is 15 focused minutes. We confirm whether the business and books match our service model, identify the likely starting point, and explain what is needed for a fixed scope. If the file itself must be reviewed, we may recommend the separate $295 Books Health Check.

No. Bring a straightforward description of what feels behind, unclear, or urgent. If a file review is needed before a proposal, we will explain the limited access and records required.

Monthly Close starts at $425 per month and Close + Control starts at $725 per month. Clean-file onboarding is one monthly fee with a $750 minimum. Cleanup starts at $350 per open month with a $1,050 minimum. The signed engagement states the exact scope and fee.

Yes. Catch-up and cleanup are core services. We assess the affected months and accounts, identify the available source records, and propose a defined path back to current books.

The exact scope is written for the business. It commonly includes organizing transactions, reconciling agreed accounts, resolving open questions, and preparing a monthly reporting package.

Yes. We focus on bookkeeping structure, workflow, cleanup, and useful reporting. We do not provide every type of general software or device technical support.

No. We do not provide payroll or sales-tax services. Reports from the providers handling those responsibilities may still be needed for bookkeeping or tax-preparation work.

Readiness is the bookkeeping and document work needed to create a reliable starting point. Preparation uses those records and the applicable facts to prepare the return within the agreed engagement.

No. Results depend on the law, the facts, future events, and operating decisions. We organize the work, explain the available information, and avoid unsupported guarantees.

The first advisory recommendation may be to repair the information. Decisions based on incomplete or unreliable reports can create false confidence, so cleanup may need to happen before deeper analysis.

McDermott, Cruzet & Co., Tax Advisors is a Florida-based remote practice. Through ATL Bookkeeper, we serve businesses throughout greater Atlanta remotely and do not maintain a Georgia office.

No. ATL Bookkeeper and McDermott, Cruzet & Co., Tax Advisors are not CPA firms. An individual professional’s credential belongs to that individual and does not change the firm’s status.

Consultation, agreed access, document exchange, bookkeeping work, questions, and report discussions are handled remotely. The exact workflow is explained before the engagement begins.