Legal · Disclaimer
The limits of what we do.
This page sets out where our work stops. Everholt & Co. does bookkeeping and operational accounting. It isn't a CPA firm, and the sections below spell out what follows from that.
1 · Bookkeeping, not CPA work
We keep books; CPA work belongs elsewhere.
Everholt & Co. works on the operating side of a business's finances: keeping the books, reconciling accounts, running the monthly close, setting up and maintaining QuickBooks, producing financial reports, and advising on operations. None of that is a CPA service, and we offer no CPA services.
Holding that line is deliberate. We bring your books to the point where your CPA can work from them, reconciled and organized, and at return time we work beside your CPA rather than standing in for them.
Any statements of account we produce are compiled for management's use only, not audited or reviewed by a CPA under professional standards, and carry no assurance of any kind.
Inside our scope
Books and reconciliations
Recording transactions, tying every account to its statements, and repairing books that have fallen behind or gone wrong. Bookkeeping →
Month-end close and reports
A close on a set schedule each month, and statements built to be read and acted on. Accounting →
QuickBooks work
Setting up, repairing, moving and maintaining QuickBooks Online and Desktop files. QuickBooks →
Advice on operations
Help reading what the numbers say about cash, operations and reporting. Tax planning sits outside it.
Outside our scope
Income-tax work
We do not prepare income-tax returns or advise on tax positions. Payroll processing and payroll-tax filings, and sales-tax filing where we are the named filer, are available only when expressly included in a written scope. Positions on any return are your CPA's to decide, working from the books we keep.
Audits and attestation
Audits, reviews and other attest engagements need a licensed CPA firm, and we take none of them on.
Legal questions
Contracts, entity choices and disputes are matters for a lawyer. We keep the records in order in the meantime.
Investments
We don't pick investments or manage money. Our part ends at making your business's numbers clear.
Questions about tax, audits, the law or investments belong with a licensed professional in that field. If you already work with one, we coordinate with them as a matter of course.
2 · Using what's on this site
Pages here inform; a written scope commits.
Information, not advice. The guides, answers and service pages here describe how bookkeeping and operational accounting work in broad terms. They can't account for your particular books. That takes a look at the actual file, and the free review exists for exactly that.
Timelines are estimates. When a page gives a duration, such as a cleanup taking two to eight weeks, it states a range and not a commitment about your file. What binds us is the written scope for your engagement.
Prices are ranges. The figures on our pricing page are current published ranges. We agree your fixed fee once the free review is done and put it in writing, and only that written figure applies.
3 · Credentials and trademarks
Where our credentials come from.
Every engagement is reviewed by a Certified QuickBooks ProAdvisor. Credentials held: Intuit QuickBooks Certification Level 1, Intuit QuickBooks Certification Level 2, QuickBooks Online Payroll Certification, Client Advisory Services Foundations and Intuit Bookkeeping Certification. Verification available on request. Each one is an Intuit program credential. None is a state license, and none makes us CPAs; we point that out wherever the credentials appear.
Intuit Inc. owns the ProAdvisor, QuickBooks Desktop, QuickBooks Online and QuickBooks marks, and other product names here are the property of their owners. We name these products and programs only to describe the tools we use and the credentials we hold. None of the companies named here sponsors us or is connected with us.
Unsure whether something falls within our scope? Write to [email protected], or phone (832) 702-3325. If the honest answer is that you need a CPA, that is the answer you'll get.
Related: Who we are · Terms for using this site