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FAQs
We work with cloud-based accounting platforms like QuickBooks Online and other modern financial tools. However, we do not support QuickBooks Desktop or other legacy systems.
No, we do not provide tax preparation or filing services. However, we can collaborate with your tax preparer to ensure accurate financial reporting and readiness for tax season.
Our services are designed for small businesses across various industries, including retail, professional services, construction, and more. We focus primarily on businesses with annual revenues between $1 million and $50 million. But if we had to pick a single industry that we know better than most it would certainly be anything related to real estate.
A Fractional CFO provides high-level financial strategy, reporting, and guidance on a part-time or contract basis. This allows your business to access executive-level financial expertise without the cost of a full-time CFO.
Yes, we offer Payroll and HR support services as an add on service for our clients. We can help you manage payroll processing, ensure compliance with labor laws, and address other HR-related needs.
Absolutely. Cash flow management is one of our core services and we certainly understand how important having a healthy cash flow is to your business. We’ll help you analyze your cash flow, forecast future needs, and develop strategies to optimize your financial health.
Yes, we provide comprehensive bookkeeping services as an add-on service offering to help you maintain accurate financial records and stay on top of your business’s finances.
Once onboarded, communication can be tailored to meet your needs. Our client onboarding process typically takes about eight weeks to complete. This consists of (4)thirty minute meetings every week for four weeks followed by (2) additional meetings spaced out every two weeks, and finally once a month for an hour long session each month once the onboarding process has been completed. But we’re always available for questions or urgent issues.
Unlike traditional accounting firms, we go beyond basic bookkeeping and tax services. We provide strategic business advice, financial forecasting, and analytics to help you grow and scale your business. We build our clients dynamic financial tools that help them see their business more clearly and enables them to make data driven decisions in real time. Additionally, we approach our CFO services using a holistic approach, meaning we look at the entire company when analyzing a business; not just past financial performance. We look forward into the future and not just rearward into the past.
Getting started is easy! Simply contact us to schedule a consultation or book online using our Calendly link provided here. We’ll discuss your business’s needs and create a customized service plan that works for you.
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Connect with us today and start your journey towards sustainable growth and financial clarity with our expert guidance.