Frequently Asked Questions

Curious about the best way to contact us, who we are, what we do, how we do it, or anything else about the business? Below is a list of our most frequently asked questions from new clients and current clients. Take a look and don't be afraid to email us if you don't see your question below.

How do I get started?

Take a quick look around our website to find out what we are all about. If you feel that our services could benefit you, contact us and set up a free consultation.

How can I set up a meeting with my bookkeeper?

Each bookkeeper has a link to book appointments directly on their calendar. You can find this link in the signature line of all of their emails, or by clicking the button at the bottom of their profile on our Team Page.

What do I need for my upcoming Microsoft Teams meeting?

If you are new to Microsoft Teams Meetings, download the PDF below to see what you will need to join your support meeting successfully.

We recommend having a computer with a microphone and speakers that connect to it, but there are other ways to join and speak with us if you do not have a microphone and we give more detail in the PDF provided.

What is the best way to reach out?

For general questions, you can Click Here to contact us or email us at info@strategicfinancialreporting.com 

If you have something more urgent, feel free to give us a quick call at 805-306-1325

What are the costs?

Our costs vary a lot between services. Send us an email including your company name and the services you are interested in, or set up your free 1-hour consultation call to find out if SFR is a good fit for your needs. 

What tax compliances do I need to know about?

Click Here to view a PDF that describes some compliances your company should follow.

What is your website's privacy policy?

Click Here to view a PDF of our privacy policy.