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Frequently Asked Questions
We focus on building strong financial systems and long-term partnerships—not just entering transactions. Our goal is to make sure our work adds real value to your business, helps you understand your numbers, and supports better decision-making.
It depends on the level of support you're looking for:
Bookkeeping Services are great for organized, reliable monthly books.
Financial Management Services offer more structure, reporting, and periodic guidance.
Fractional CFO Services provide financial leadership, forecasting, and strategic planning.
If you’re not sure, we can help you decide during a consultation.
Yes. If your books are behind, messy, or need corrections, we offer cleanup and catch-up work to get everything current and accurate.
Absolutely. We offer new business setup, including QuickBooks setup, chart of accounts design, workflow recommendations, payroll setup, and best-practice guidance.
Yes. We process payroll on a weekly, biweekly, or monthly schedule, including filings, employee setup, and year-end W-2 support.
Yes. We support nonprofits with their unique financial needs, including proper fund tracking, grant reporting, and board-ready financial statements.
Not at this time. Our focus is on bookkeeping, financial management, and CFO support. We will work closely with your CPA to ensure your books are ready for tax filing.
Yes. Cleanup projects, system setups, QuickBooks reviews, and workflow improvements can all be done as one-time or short-term projects.
We support a wide range of service-based businesses, trades, nonprofits, and growing local companies. Whether you're just starting out or managing a busy operation, we tailor our support to fit your needs.
We offer transparent monthly pricing based on the services you choose and the complexity of your business. Cleanup or project work is quoted separately. We’re happy to provide a custom proposal after an initial conversation.