Frequently Asked Questions
Financial Services FAQs
Bookkeeping & Tax Preparation
What services do you offer under Financial Services?
Shara Resch Financial Services provides monthly bookkeeping, catch-up and cleanup bookkeeping, and professional tax preparation services for individuals and businesses.
Our services are designed to keep your financial records accurate, organized, and compliant while reducing the stress often associated with managing finances and tax filings.
Is there a contract for your bookkeeping services?
No. All bookkeeping services are offered on a month-to-month basis with no long-term contracts.
You may cancel with 30 days’ notice if services are no longer needed or if the arrangement is not a good fit.
How is bookkeeping pricing determined?
Monthly bookkeeping pricing typically ranges from $300 to $2,000 per month and is based on factors such as:
number of bank and credit card accounts
monthly transaction volume
business complexity
reporting and support needs
Final pricing is discussed and confirmed during a strategy call.
How does catch-up bookkeeping work?
Catch-up bookkeeping is designed for businesses whose records are behind or incomplete.
Pricing is calculated based on:
the number of months requiring review
transaction volume
overall account complexity
50% of the estimated fee is required to begin, with the remaining balance due once the work is completed.
What documents are required for tax preparation?
After your contact form is submitted, you’ll receive a secure intake form outlining all required documentation for tax filing.
The IRS requires tax preparers to verify certain identifying documents, such as:
Social Security cards or EIN documentation
income statements
expense records
prior-year tax returns
Collecting this information is mandatory and ensures accuracy, prevents identity theft, and keeps both you and the preparer compliant with federal due diligence and recordkeeping requirements.
All documentation and questions are reviewed during the client interview, where responses are documented to avoid delays or filing issues.
Do you provide IRS representation?
No. IRS representation services are not provided.
Tax returns are prepared in compliance with IRS regulations and filed through an Electronic Return Originator (ERO). This structure ensures accuracy and proper submission while maintaining regulatory compliance.
When is payment required for financial services?
Monthly bookkeeping is billed as a recurring charge on the 1st day of each month.
Catch-up bookkeeping requires 50% payment to begin and the remaining balance upon completion.
Tax preparation fees are typically deducted from refunds when applicable. If a balance is owed, payment is required prior to filing.
No services begin without payment authorization.
Automation, Systems & AI Consulting
AI Automation FAQs
What are AI automation services?
AI automation services involve designing and implementing customized systems that reduce manual work, improve efficiency, and streamline business operations.
These solutions are tailored to your business processes and may include lead follow-ups, email campaigns, CRM workflows, scheduling automation, and industry-specific AI agents.
Who are AI automation services best suited for?
AI automation is ideal for:
Service-based businesses
Solopreneurs and small teams
Businesses experiencing operational bottlenecks
Owners looking to save time through systems, not more labor
Automation works best for businesses with repeatable processes.
Is AI automation a one-time setup?
No. AI automation is an ongoing engagement.
While there is an initial setup phase, ongoing support ensures systems remain functional, optimized, and aligned with your evolving business needs.
How is AI automation pricing structured?
AI automation services include:
$3,000 initial setup fee
$750 per month ongoing support
Clients who also receive bookkeeping or tax services may qualify for a 25% discount on the initial setup fee when automation is added as an add-on service.
Pricing and scope are finalized during the consultation process.
Do you guarantee results from AI automation?
No. While automation can significantly improve efficiency and response times, outcomes depend on business operations, implementation, and consistent use.
AI automation is a tool to support growth, not a guarantee of revenue or performance.
What platforms or tools do you integrate with?
Automation systems are designed based on your existing tools and may include CRM platforms, email systems, scheduling tools, and other business software.
Specific integrations are reviewed during the strategy call to ensure feasibility and compatibility.
When is payment required for AI automation services?
50% of the initial setup fee is required to begin implementation
The remaining setup balance is due once implementation is completed
The first monthly support fee begins 30 days after the kickoff
No systems are built or deployed without payment authorization.
Still Have Questions?
If you’re unsure which services are right for your business, the best place to start is a strategy call.
During the call, we’ll review your needs, answer questions, and determine the most appropriate next steps.
Important Note
Shara Resch Financial Services provides bookkeeping and tax preparation services. AI automation and consulting services are offered through AI Creative Solutions. Both brands operate under SDR Creative Solutions LLC.
© 2026 SDR Creative Solutions LLC
Doing business as AI Creative Solutions and Shara Resch Financial Services.