Frequently Asked Questions

Our comprehensive accounting solutions cover everything from bookkeeping and payroll to sales tax filings, bill payments, and financial statement preparation. We also offer business advisory and fractional controller/CFO services to guide your financial strategy. We handle your finances so you can get back to what you do best—growing your business.

Unlike other accounting services that can leave you feeling overwhelmed and confused, we pride ourselves on providing real, human expertise combined with best-in-class technology solutions. We see ourselves as your partner, dedicated to helping your business thrive. All our accountants are US-based; we believe in supporting local talent and never outsource our services to other countries. You'll also benefit from our straightforward pricing. A flat monthly rate means no hidden fees or unexpected bills, giving you complete control over your budget.

All of our services are provided on a month-to-month basis, with no long-term contracts. You can cancel your service at any time with 30 days' notice. You can also easily add or remove service offerings as your business needs change.

While we don't offer tax preparation and filing services directly, we work closely with your tax preparer to make the process seamless. We provide them with all the accurate and organized financial information they need to complete your return efficiently. This saves you time and headaches, and your tax preparer will appreciate receiving clean, reliable numbers, potentially saving you money on their services.

We believe in transparent, flexible pricing. Our services are tailored to your specific needs, so costs vary depending on the services you choose. For our ongoing monthly services, we've created a Pricing Calculator (/pricing)on our website. You can get a clear monthly estimate in just a few clicks to find a plan that fits your budget. One-time projects, such as historical records clean-up and software conversions, are quoted separately. We'll always provide you with a precise, upfront quote for any one-time fee before any work begins, so there are no surprises.

You’ll pay your first monthly fee upfront when you sign the contract, setting you up to start receiving support right away. Moving forward, your monthly fee is due on the 10th of each month—simple, predictable, and easy to manage. For one-time services, like special projects or clean-up work, we ask for half the payment before we begin and the remaining half upon successful completion. This approach ensures your project gets our full attention from the start, while giving you confidence and clarity about the process.

Your financial data is protected with bank-level encryption, secure cloud storage, and strict internal controls. We take every precaution to keep your information confidential and safe from unauthorized access.

The onboarding process can vary based on your specific needs, especially if it involves software conversions or historical records clean-up. However, new clients are typically fully onboarded within 30 days.

By outsourcing your financial management to us, you can dedicate more time to what you do best—running your business. This partnership offers significant advantages: •   Greater Cost-Efficiency: Avoid the high costs of recruiting, onboarding, and maintaining an in-house finance department. •   Expert Knowledge: Instantly leverage the skills of our experienced financial professionals who have worked across a diverse range of industries. •   Enhanced Productivity: We use optimized systems and modern technology to manage your finances with precision and punctuality, ensuring everything is handled correctly. •   Flexible Scaling: As your business expands, our services can adapt to meet your changing needs, offering you support without the long-term cost of new hires. In short, partnering with us gives you back valuable time and capital to reinvest in your company's growth.