ENGAGE CPAs serves micro- and small-business owners who want to understand their business, finances, and tax situation more deeply. When we started back in 2014-2015, we were among the first in the industry to charge a flat monthly fee that covered everything: year-end tax work, ongoing meetings to talk through business challenges, estimate projections to avoid surprises at tax time, and support whenever an issue came up. Whether it's a QBO reconciliation that doesn't add up, an invoice accidentally marked as paid, or a sales tax notice that lands in the mailbox, we handle it so that the client doesn't have to worry about a bill. That approach has driven growth largely through client referrals, and it's only sharpened our need to work faster and smarter in QuickBooks. That's why RightTool was a godsend when I found it in 2023.