Frequently asked questions
Quick answers to the questions we hear most. Don't see yours? Just ask.
How do I get started?
Simply request a free consultation. We will learn about your business, recommend the right services, and give you a clear plan and quote. No obligation.
What software and tools do you use?
We work with cloud-based tools that make collaboration easy and secure. We will either plug into the tools you already use or recommend ones that fit your business.
How is my financial data kept secure?
Security and confidentiality are core to our business. We use secure, cloud-based systems with controlled access and follow strict data-handling practices.
Do you require a long-term contract?
No. Our services are short term. So you are never locked in. We partner with your business with good work, not contracts.
How does pricing work?
Pricing is based on the services you need and the size and complexity of your business. You will always get a clear, upfront quote before we begin.
Can you work with my existing bookkeeper or accountant?
Yes. We can complement your existing team or step in as your full back office, whichever works best for you.
How long does onboarding take?
Most clients are up and running within a week or two, depending on the scope of services and how quickly your information is available.