Frequently Asked Questions

We serve small to mid-size businesses across all industries nationwide. Our clients range from solo practitioners and startups to companies with up to 500 employees. We have specialized expertise in healthcare, legal, real estate, restaurants, retail, construction, technology, and professional services.

Absolutely. While we were founded in Miami, Numbers Right serves businesses in all 50 states. Our technology-driven approach allows us to provide the same high-quality financial services regardless of your location.

Getting started is simple. Schedule a free 30-minute consultation through our contact page or call us at (954) 235-2316. During this call, we'll discuss your business needs, current financial challenges, and recommend the right services for you.

Three things set us apart: industry specialization (we don't take a one-size-fits-all approach), technology-driven processes (real-time dashboards and cloud-based collaboration), and dedicated teams (you work with the same professionals who know your business intimately).

Yes, all of our services are available 100% remotely. We use secure cloud-based platforms for document sharing, video meetings for regular check-ins, and real-time dashboards you can access from anywhere. Many of our clients have never visited our office and receive the same high-quality service as local clients.

Data security is a top priority. We use bank-level 256-bit SSL encryption for all data transfers, multi-factor authentication on all systems, and SOC 2-compliant cloud platforms for data storage. Access is restricted on a need-to-know basis, and we conduct regular security audits. For healthcare clients, all systems are fully HIPAA-compliant.

We work with all major platforms including QuickBooks Online, Xero, FreshBooks, Sage, and NetSuite. If you're not currently using accounting software, we'll help you select and set up the best platform for your business.

Standard clients receive monthly financial statements including a profit & loss statement, balance sheet, and cash flow statement. We can also provide weekly or even daily reporting for businesses that need more frequent visibility.

Yes, catch-up bookkeeping is one of our most requested services. We'll review your records, reconcile accounts, categorize transactions, and bring your books up to date -- whether you're behind by months or years.

Everything is digital. We use secure cloud-based platforms where you can upload receipts, invoices, and statements. Most clients connect their bank accounts and credit cards for automatic transaction feeds, which minimizes manual work. If you do have physical documents, you can simply snap a photo or scan them using your phone.

The best time to start tax planning is at the beginning of your fiscal year -- not at tax time. We recommend quarterly tax planning sessions to identify opportunities throughout the year. However, it's never too late to start, and we can help at any point.

Yes, we provide full IRS representation services. If you receive a notice or are selected for an audit, our tax team will handle all communications with the IRS on your behalf, prepare necessary documentation, and work to achieve the best possible outcome.

Absolutely. Multi-state tax compliance is one of our specialties. We'll determine your nexus obligations, handle state registrations, file all required returns, and ensure you're compliant in every state where you do business.

There are many legitimate strategies depending on your business type and situation. Common approaches include maximizing retirement plan contributions, taking advantage of Section 179 depreciation, utilizing the Qualified Business Income deduction, proper entity structure selection (S-Corp vs LLC vs C-Corp), timing income and expenses strategically, and identifying industry-specific tax credits. We develop a customized tax strategy for each client during quarterly planning sessions.

While we don't perform medical coding, we work closely with your billing team to optimize revenue cycle management. We analyze claim denial patterns, track reimbursement rates, monitor payer mix, and ensure your billing processes are maximizing revenue capture.

Yes, practice valuation and transaction support is a core part of our Medical Practice Finance service. We provide detailed practice valuations, financial due diligence for acquisitions, and help structure deals that protect your interests.

We work with both. Our Medical Practice Finance team serves solo practitioners, small group practices, and large multi-specialty groups with dozens of physicians. For group practices, we provide additional services like physician compensation modeling, departmental profitability analysis, partnership accounting, and consolidated reporting across multiple locations and entities.

Most payroll setups are completed within 1-2 weeks. This includes gathering employee information, configuring tax withholdings, setting up direct deposit accounts, and running a parallel test cycle. For businesses with more complex needs like multi-state payroll or union employees, setup may take 2-3 weeks.

W-2 employees work under your direct control and you are responsible for withholding taxes, providing benefits, and paying employer taxes (FICA, FUTA, SUTA). 1099 contractors are independent workers who control how they complete their work, and they are responsible for their own taxes. Misclassification can result in significant IRS penalties. We help you classify correctly and manage both types.

Late payroll tax deposits and filings can result in IRS penalties ranging from 2% to 15% of the unpaid amount, plus interest. State penalties vary but can be equally severe. If you are behind on payroll taxes, contact us immediately. We can help you get current, negotiate penalty abatement where possible, and set up systems to prevent future issues.

A fractional CFO provides part-time, executive-level financial leadership for your company. This includes strategic financial planning, cash flow management, investor and board reporting, fundraising support, financial modeling, risk assessment, and serving as a senior financial advisor to your leadership team. Unlike a bookkeeper or accountant who focuses on recording transactions, a CFO focuses on forward-looking strategy and high-level financial decisions.

An accountant focuses on recording, categorizing, and reporting financial transactions -- they tell you what happened. A CFO focuses on strategic financial leadership -- they help you decide what should happen next. Accountants ensure compliance and accuracy; CFOs provide forecasting, capital strategy, investor relations, risk management, and executive-level financial guidance. Most growing businesses need both.

Meeting frequency depends on your needs. Most clients have weekly or bi-weekly check-ins with their fractional CFO, plus monthly deep-dive sessions for financial review and strategic planning. During intensive periods like fundraising, M&A activity, or rapid growth, meetings may be more frequent. Your CFO is also available between meetings for urgent financial questions.

Our pricing is based on the scope and complexity of your needs. Bookkeeping services typically start at $500-$1,500/month depending on transaction volume. Tax preparation ranges from $1,000-$5,000+ depending on entity type and complexity. CFO advisory services start at $2,000/month. We provide a detailed, transparent quote after your free consultation so there are no surprises.

No, we do not require long-term contracts for most services. Our standard engagement is month-to-month with a 30-day notice period. We believe in earning your business every month through the quality of our work. Tax preparation and project-based services like catch-up bookkeeping are priced as one-time engagements.

Onboarding typically takes 2-4 weeks depending on the services and the state of your current financial records. During onboarding, we gather access to your accounts, review your existing books, set up our systems, and establish reporting workflows. You will have a dedicated onboarding manager who guides you through every step.

Yes, bundling services is one of the best ways to get value from Numbers Right. Clients who combine bookkeeping with tax preparation typically save 10-15% compared to purchasing services separately. We offer custom packages that combine the services you need at a consolidated monthly rate. Ask about our bundled pricing during your free consultation.