✓ Why they passed vetting
One year-round engagement covering the accounting, the tax work and the payroll, so nothing falls between two providers. Payroll is run in house, which is unusual at this size and the reason they can act as a single point of contact. They publish a small business accounting guide and a tax strategy handbook, so you can read how they think before you call anyone. The pitch is proactive tax management through the year rather than a return filed in April and silence after it.