Clear answers before you commit.
Scope, systems, timing, roles, and what to expect from an outsourced accounting relationship.
How much do outsourced accounting services cost?
Pricing depends on transaction volume, entities, systems, AP and AR responsibilities, close timing, reporting depth, and meeting cadence. Fogler CPA provides a fixed monthly proposal after discovery; one-time cleanup or implementation is scoped separately.
Do I need bookkeeping, a controller, or a CFO?
Bookkeeping records activity. Accounting closes and reports it. A controller adds review, control, and process ownership. A CFO adds forecasts, scenarios, KPIs, and decision support. The assessment on this site can help identify a starting point.
Can Fogler CPA work with my current tax CPA?
Yes. Recurring accounting can be coordinated with another tax or assurance provider. Responsibilities and year-end handoffs should be documented at the start.
Do you require QuickBooks Online?
QuickBooks Online is a core area of expertise, but software decisions should follow the organization’s actual requirements. Fogler CPA first reviews the current system and workflow before recommending a change.
Can you clean up historical books?
Yes, when appropriate. Historical cleanup is normally defined as an implementation project with specific periods, records, assumptions, and deliverables before recurring work begins.
Do you provide payroll?
Fogler CPA can support payroll accounting, payroll workflows, reconciliations, and coordination. The exact division of responsibility with the payroll platform or provider is documented in scope.
How long does onboarding take?
Timing depends on record quality, access, systems, transaction volume, and the amount of cleanup required. Discovery produces an implementation plan and identifies what must be completed before the first recurring close.
Do you serve clients outside Sacramento?
Fogler CPA is based in Sacramento, CA and serves organizations across California using cloud accounting systems and a secure client portal.
How do you handle client documents?
Fogler CPA provides a Box client portal. Access, document flow, and the platforms used for each engagement are confirmed during onboarding. Clients should use strong unique passwords and multifactor authentication wherever available.
Are tax returns included?
Tax planning or filing may be included or coordinated depending on the engagement. The proposal states what is recurring, what is separate, and which provider owns each filing.