Everything You Need to Know

We primarily work with QuickBooks Online and Xero — the two leading cloud accounting platforms for small and mid-market businesses. We also support NetSuite, FreshBooks, Wave, and MYOB. Our systems team can migrate you from any platform or set up a new one. If you use something not on this list, contact us and we'll assess compatibility during the audit call.

Our standard SLA is to deliver your P&L, Balance Sheet, and Cash Flow Statement within 5 business days of month-end. Clients on the Growing and Established plans receive CPA-reviewed financials, which typically arrive within 7 business days. You'll always know exactly when to expect your reports — and we'll proactively communicate if anything is delayed.

The free audit is a 45-minute video call with one of our senior advisors. We'll review: (1) your current bookkeeping setup and quality, (2) your current tax strategy and obvious optimization opportunities, (3) key financial metrics relevant to your industry, and (4) a candid assessment of gaps and risks. You'll leave with a clear picture of your financial health and a recommendation — with no obligation to become a client.

We handle payroll oversight, review, and compliance — and we integrate with leading payroll platforms including Gusto, ADP, Rippling, and Paychex. Payroll support is included in Growing and Established plans. For Essentials clients, payroll processing can be added as an à la carte service. We can also help you select and set up a payroll system if you don't currently have one.

Both. We're a full-service accounting firm — not just a bookkeeping service. All plans include annual business tax filing, and we offer proactive quarterly tax planning on all plans. Personal/owner tax returns are included in Growing and Established plans. Our CPAs and Enrolled Agents handle everything from S-Corp elections and multi-state filings to R&D tax credits and IRS representation.

A fractional CFO is a senior financial executive who works with your company on a part-time basis — providing strategic financial leadership without the cost of a full-time hire (which can exceed $200K/year in salary + benefits). You likely need a fractional CFO if you're: planning to raise capital, experiencing rapid growth, preparing for M&A activity, or simply need strategic financial planning that goes beyond day-to-day accounting. Our CFO advisory services are available in the Growing and Established plans.

We charge a one-time onboarding fee equal to one month's retainer when you start. This covers account setup, software configuration, chart of accounts review, and your first financial audit. Beyond that, there are no hidden fees. If we ever need to quote you for work outside your plan scope (e.g., a major cleanup project or one-time deliverable), we'll discuss and agree on pricing before beginning.

Our plans are month-to-month after the initial 3-month onboarding period. The first 3 months ensures your books are properly set up and your team is fully calibrated to your business — after that, you're free to cancel with 30 days' notice at any time. We also offer annual contracts at a 10% discount for clients who prefer price stability.

Yes — we expect this to happen and make it easy. You can upgrade or downgrade your plan at the end of any month. When your business grows to the point where an upgrade makes sense, we'll proactively recommend it during your regular advisory sessions. There are no penalties for plan changes, and your historical data always moves with you seamlessly.

You may cancel with 30 days' written notice after the initial 3-month period. Upon cancellation, we prepare a complete offboarding package including all financial records, software exports, work-in-progress documentation, and a handover summary — so your transition to a new provider (if applicable) is as smooth as possible. We believe in making it easy to leave because we're confident you won't want to.

We build custom packages for businesses with unique or complex needs — multi-entity organizations, high transaction volume, specialized compliance requirements, or project-based engagements. We also offer a range of add-on services (business planning, financial models, pitch decks, loan packages, cleanup) that can be added to any plan. Contact us to discuss your specific situation and we'll design the right solution.

You'll have a dedicated team assigned to your account — typically a bookkeeper and a CPA (on Growing and Established plans). You'll know their names, communicate with them directly, and they'll know your business deeply over time. We don't rotate staff randomly, and you won't be emailing a generic inbox and wondering who will respond. Your team stays consistent.

We primarily communicate via email and a dedicated Slack channel (on Established plans). You'll have direct access to your bookkeeper for day-to-day questions, and your CPA or CFO advisor for strategic matters. We also schedule regular check-in calls — monthly for Growing plans, monthly for Established plans. We respond to emails within one business day; Established clients get 4-hour response SLAs.

For most clients, very little — that's the goal. Once onboarded, we have automated access to your bank feeds, accounting software, and any connected platforms. We'll reach out to you only when we need clarification on a transaction, have a question about a business decision, or need your sign-off on something. We try to minimize the burden on you so you can focus on running your business.

Security is paramount. We use SOC 2-compliant tools, encrypted credential management, and limited read-only access where possible. All team members are background-checked and sign confidentiality agreements. Our internal access controls follow the principle of least privilege — no one has access to your data beyond what's needed for their specific role. We're also happy to discuss our security practices in more detail during your audit call.

Yes — we serve clients across the United States entirely remotely. Our processes are built for distributed collaboration. All document sharing, communication, and reporting happens through secure cloud-based platforms. Many of our best client relationships are with businesses we've never met in person. If you prefer in-person meetings, we can accommodate that in select markets — ask us during your audit call.