Yes, we are currently accepting new clients on a case-by-case basis. Don’t hesitate to reach out to see if we might be a good fit for your needs.

Please note: At this time, we are not accepting tax clients on a stand-alone basis. Tax services are only available to clients engaged in our ongoing monthly accounting services.

First and foremost, don’t panic! We understand how overwhelming it can feel, especially when reporting deadlines are looming. You're not alone, and we’re here to help. Catch-up and clean-up bookkeeping is one of our core specialties. We provide tailored solutions to bring your financial records up to date and position you for ongoing clarity and success. Let us help you get back on track with confidence.

Slate Ridge operates as a fully remote team, allowing us to provide services to clients in all 50 states on a virtual basis. For those located in our local area, we’re happy to arrange an in-person visit to your office. If you’re outside our area, we’ll ensure seamless communication through video meetings.

We do not provide audit services. However, we have extensive experience collaborating with audit professionals and can help get your books into audit-ready shape. We provide guidance on best practices to ensure your financial records are organized, accurate, and prepared. Making the audit process smoother and more efficient for everyone involved.

It's great to stay curious about tax savings, but not all advice online is accurate or applicable to your situation. Social media posts often lack context, and taking action based on them can lead to costly mistakes. Always verify any tax deduction with a trusted CPA or tax professional before making decisions. Tax guidance should always be grounded in your unique financials and current IRS rules.

Our pricing is tailored to each company based on specific criteria. During our 100% free Bookkeeping discovery phase, we assess factors such as transaction volume, revenue, headcount, and accounting requirements. Our core services are offered on a monthly basis at a flat rate with no long-term contracts, and you can cancel anytime with a 30-day notice. Implementations, clean-up work, and out-of-scope services are billed separately at an hourly rate of $100.

Our general rule of thumb is that most clean-up projects are completed within 30–45 days. That said, we always strive to beat this timeline whenever possible. The exact turnaround depends on factors like transaction volume, account complexity, and how quickly we receive access to needed documents and systems.

At Slate Ridge Accounting & Advisory, we know trust is everything. That’s why we uphold the highest standards of integrity, never offshore our work, and handle your financial data with strict security and confidentiality. Our team is 100% U.S.-based and fully vetted, and we use SOC-2 and IRS-compliant platforms. You can feel confident your information is protected.

For all clients on a monthly recurring plan, we provide monthly communication and reporting to keep you informed and on track. This ensures your financials are consistently updated and any questions or concerns are addressed proactively.

We’re a proud family-owned and operated firm, and we take a truly hands-on approach to every inquiry. To maintain our white-glove level of service, we personally review each submission, no outsourcing, no automation.

We kindly ask for your patience and assure you that we will respond within 24–48 hours, often sooner.

At this time, we do not have a traditional storefront, as Slate Ridge operates as a virtual firm. This model allows us to keep our pricing fair and reasonable while offering flexible, tailored services to each business owner we partner with.

Our services are not available on a walk-in basis. However, if you are a current client located within our service area, we’re happy to arrange in-person meetings as needed.

At Slate Ridge, our inquiry process is designed to ensure we’re the right fit for your business. This process is what allows us to offer our initial discovery 100% free and complimentary with no pressure, no obligation.

Here’s how it works:

1. Submit our contact form
   Start by filling out the short contact form on our website.

2. Complete our inquiry form
   We’ll send you a detailed inquiry form. This is your time to shine and tell us all about your business, your needs, and what you’re looking for in a financial partner.

3. Internal review & discovery call
   Our team carefully reviews each submission. If we believe we may be a strong match, we’ll reach out to schedule a 30-minute discovery call. We strive to respond to every inquiry within 24 to 48 hours.

4. Quotation & acceptance
   Once we align on services, we’ll provide a custom quote tailored to your business needs. If you accept, we’ll begin the onboarding phase and get to work!