FAQ
Have a question? Look here
Have questions? We’ve answered the most common ones to help you understand how we work and what to expect.
FAQ
Frequently Ask Questions
We’re passionate about helping our clients take their business to the next level. Here are some questions about how we do what we do.
A lot of business owners start out doing their own books. But as your business grows, bookkeeping can become more time-consuming and complicated than expected. Having professional support can save you time, reduce errors, and give you clearer financial insight so you can focus on running your business and driving your revenues.
Our CPA firm is based in Seattle, Washington. While we are accredited in Washington, most of our team works remotely from the Philippines — a structure we’ve successfully operated with since 2019 (well before the pandemic).
Our managing member is a licensed CPA, and our tax advisor is an Enrolled Agent (EA) authorized to represent taxpayers before the IRS. Many members of our accounting and tax team are Certified Public Accountants in the Philippines or Certified Management Accountants (CMAs). Together, we bring strong technical expertise and a deep understanding of U.S. accounting and tax standards.
We operate during extended Pacific Time business hours. Our team starts at 1:00 PM PST (2:00 PM during Daylight Saving Time) and works until 10:00 PM PST (11:00 PM during DST). This schedule allows us to provide responsive support and same-day turnaround for many client requests.
DreamWalk® is the proven framework from Count OnThat® that guides your business through three intentional stages: Foundation, Growth, and Freedom. It is designed to bring structure to your finances, clarity to your decisions, and strategy to your long-term success.
Your starting point depends on where your business is today. If you need stability and compliance, Foundation is the right fit. If your books are solid and you are ready to plan strategically, Growth is the next step. If you are focused on scaling and long-term financial independence, Freedom provides advanced advisory support.
Yes. DreamWalk® is built to evolve with you. As your business gains stability and momentum, you can transition into higher levels of strategic support that match your goals and stage of growth.
DreamWalk® is designed primarily for independent contractors and small to mid-sized businesses that want more than basic compliance. It is ideal for business owners who are ready to operate with intention, strategy, and a clear financial roadmap.
