FAQ - Greater Harford Accounting Services

Frequently Asked Questions

Have Questions? We’ve Got Answers.

Whether you’re a first-time client or exploring a switch from your current accountant, here are answers to the most common questions we get from business owners and individuals in Bel Air, Abingdon, Forest Hill, and across Harford County.

Greater

General Questions

Do you work with individuals as well as businesses?

Yes! While we specialize in supporting small and growing businesses, we also provide tax prep, planning, and advisory services for individuals and families in Maryland.

Are you local to Bel Air, MD?

Yes—we’re based right here in Bel Air and proudly serve clients throughout Harford County. You’ll always deal with real people who understand the local economy and tax landscape.

What industries do you serve?

We work with a wide range of industries including trades (HVAC, landscaping, construction), service providers, medical and dental practices, real estate professionals, and solo entrepreneurs.

Billing & Engagement

How do your pricing and packages work?

We offer customized pricing based on your business size, transaction volume, and the level of support you need. Most clients choose monthly packages that include bookkeeping, tax planning, or strategic CFO services.

Do you offer one-time services, or only monthly packages?

We offer both. Many clients start with a one-time tax filing or catch-up project, then shift into a monthly plan once they see the value of ongoing support.

Is the initial consultation really free?

Yes—no charge, no pressure. We’ll discuss your needs and let you know if we’re a good fit.

Tax & Bookkeeping

How far back can you go with catch-up bookkeeping?

As far as needed! We’ve helped clients catch up on one month… and others who were behind three years. The sooner we start, the easier it is to clean up.

Can you help reduce my tax bill?

Absolutely. While we can’t promise miracles, we do specialize in proactive planning—so you’re not leaving money on the table when filing season hits.

Do you handle 1099s and W-2s?

Yes. If we manage your payroll or bookkeeping, we’ll help you issue 1099s and W-2s at year-end as part of your package.

QuickBooks & Technology

Do you work with QuickBooks Online?

Yes—we specialize in QuickBooks Online and can help with setup, cleanup, and training. We also integrate it with payroll and reporting for many clients.

Can you train my staff on using QuickBooks?

We do! We offer one-on-one or small team training for QuickBooks usage, reporting, and best practices.

Do you work with QuickBooks Online?

Yes—we specialize in QuickBooks Online and can help with setup, cleanup, and training. We also integrate it with payroll and reporting for many clients.

NextPhase CFO™

What is NextPhase CFO™?

It’s our fractional CFO service for businesses that are growing and need more than just bookkeeping. You get monthly strategy sessions, forecasting, budgeting, and high-level insight—without hiring a full-time CFO.

Is there a revenue minimum to use this service?

Not necessarily. If you’re preparing to grow, facing big decisions, or want consistent strategy guidance, NextPhase CFO™ might be right for you—whether you’re earning $200K or $2M+ annually.

What’s the first step if I want to work with you?

Simple—just book a free discovery call. We’ll learn about your situation and recommend a starting point that fits your needs and budget.