FREQUENTLY ASKED QUESTIONS

Switching to Harbor Point is easy.

Transitioning from your current tax professional may feel overwhelming — but we make it simple and seamless.

Here’s how the process works:

1. You’ll inform your current CPA/EA in writing (we’ll provide a professional template).

2. You’ll sign a clearance authorization allowing us to request your records.

3. You’ll grant permission for us to communicate with your prior tax professional.

4. We review all files and meet with you to create your personalized tax strategy.

We manage every step of the process, ensuring a smooth and professional transition.

No. We never charge for the initial consultation. We believe in building a relationship first and determining if we’re the right fit for your needs. We want to ensure we can add value before you make any commitment.

We meet virtually with clients in all 50 states. For clients in the San Antonio, Texas area, we are available for in-person meetings upon request.

We value prompt and clear communication.

Here’s our response policy:

• Business Days: We guarantee a response within 24 hours.

• Weekends: Messages are returned on Monday, unless urgent — in which case we will strive to respond sooner.

Client communication is at the heart of our service, and we’re committed to keeping you informed.

There are several reasons you need a bookkeeper for your business.

1. You are legally required to keep books and records for your business

sufficient to determine your correct tax liability per Internal Revenue Code

(IRC) 6001.

2. Accurate and up to date books provide financial clarity all year long by

allowing you to know exactly where your business stands every month,

providing no surprises at the end of the year.

3. Accurate books mean that your tax returns are completed efficiently and

correctly, saving you time and stress.

4. Keeping accurate and up to date books allows you to make informed

business decisions. When your financial data is clean and current, you

can make smart, strategic decisions about spending, hiring, and growth.

5. Having your books kept by a previous IRS agent means that your books

are maintained to the highest standard, reducing audit risk and ensuring

compliance.

We specialize in QuickBooks, and we are QuickBooks Online Certified

ProAdvisors. We utilize cloud-based software for easy and secure document

uploads and transfers through our secure online portal.

We analyze and record all your business transactions for the month, which

consist of categorizing transactions, reconciling bank and credit card accounts

and then use this information to compile monthly financial statements such as the

Profit & Loss Statement and the Balance Sheet.

Our goal is to give you accurate and timely books so you can make informed

financial decisions for your business and know where you stand. If this means

you need bookkeeping done more frequently, we can customize other delivery

timelines for you, such as weekly of bi-weekly.

We will need your bank and credit card statements every month. We can setup

your bank and credit card statements to automatically sync with QuickBooks so

that you don’t have to worry about sending them every month and can focus on

your business, knowing the bookkeeping is being done accurately and timely.

Other documents such as the documents used for tax preparation and tax

planning are needed less frequently and we will request them from you as

needed. We us a secure cloud-based portal for you to send and receive documents.

We understand that sometimes your books can get off track or are behind

schedule. We can help clean-up your books as needed, and we will analyze your

books for messy transactions and inaccurate records. We will discuss this in the

initial consultation.