
FAQ
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FAQ
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Do you offer income tax preparation services?
We do not prepare tax returns, but we offer tax support services, collaborating with your Tax Preparer to ensure smooth year-end compliance.
We also have a network of tax preparers that can assist you.
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What software do you work with?We specialize in QuickBooks Online and support clients using tools like Bill.com, Expensify, Ramp, and others. We can help you set up, customize, and optimize these platforms for your business.
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Is there a long-term contract?No. You can stop any time with a 30 day cancellation notice to facilitate a transition.
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What is the price?Pricing is based on the size and complexity of your business, as well as the services you need. We offer fixed-price monthly service packages and project-based pricing for clean-up or advisory work.
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What types of businesses do you specialize in?We primarily serve small to medium-sized service-based businesses, including creative agencies, consultants, production companies, and professional service firms.
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Do you also work with large companies?Yes. For large companies, we offer staff augmentation during busy periods, financial audit preparation services, and help with projects.
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What is the onboarding process like?We start with a discovery call, assess your current systems and needs, and create a customized quote and onboarding plan. Our evaluation includes getting temporary access to your Quickbooks Online , copies of bank statements, or financial statements, depending on the work being quoted. This allows for a realistic quote and onboarding plan.
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Can you train internal staff on bookkeeping and financial workflows?Yes. We provide training tailored to your in-house team on accounting workflows and QuickBooks Online. We also create step-by-step Standard Operating Procedures and checklists to ensure consistent and accurate execution of financial tasks.
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Do you offer staff augmentation?Yes. We can step in as additional support for your finance team on a part-time, project-based, or interim basis. Whether you’re short-staffed or ramping up for a busy season, we can help with close processes, reporting, or system cleanup.
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Can you help us prepare for a financial statement audit?Absolutely. We specialize in audit readiness and can help you get your books clean, organized, and fully documented. We prepare schedules, tie out balances, and review your data for completeness before your auditors arrive.
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Do you offer clean-up or catch-up bookkeeping?Yes! If your books are behind or messy, we offer clean-up and catch-up services to get you back on track.
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What does a fractional controller do?A fractional controller oversees financial operations, ensures accuracy in financial reporting, creates budgets, monitors cash flow, and acts as a strategic financial advisor—without the cost of a full-time hire.
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What does a fractional controller do?A fractional controller oversees financial operations, ensures accuracy in financial reporting, creates budgets, monitors cash flow, and acts as a strategic financial advisor.
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Do you use accrual or cash basis accounting?We support both. Many of our clients use cash basis for simplicity, but we also provide monthly accrual closes with adjusting entries for businesses that need GAAP-compliant financials.
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