Our prices are determined based on the complexity and volume of your transactions, as well as the level of service and support you choose. We strive to provide options that fit a variety of business sizes and needs. Please see our pricing guide above for more information.

Yes, we do charge a setup fee, which is equivalent to one month’s professional fees for the selected service package.

We accept all major credit cards and ACH payments. All payments are automatically billed and applied to your payment method on file at the beginning of each month.

Yes, there are additional fees for credit card payments at 2.9%, while ACH payments are free.

Yes, our services have a minimum contract period of 12 months. The contract is renewed every year. You can cancel your subscription at any time with a 3-month notice period.

Each service package includes a defined set of bookkeeping tasks such as transaction recording, financial statement preparation, bill pay services, payroll, and various levels of customer support. Detailed information about what is included in each package can be found in the pricing section under the various service packages we offer, which include bookkeeping, tax, and CFO services.

Our customer support team is available to answer any additional questions you may have. You can contact us via email and live chat during business hours.

Clients can add à la carte service options to any particular service package to meet their specific needs. Please contact us if you would like to discuss further.

You can communicate with your bookkeeper via email, video calls, or text, or through our secure client portal, depending on the support level in your chosen service package.

You will receive standard financial reports such as balance sheets, income statements, cash flow statements, as well as receivables and payables reports. We typically provide these monthly, but we can adjust the frequency based on your needs.

While we specialize within the niches of law firms, professional service firms, and small businesses, we do cater to a wide range of industries. Feel free to reach out to our Customer Support Team if you have any specific needs you would like to discuss.

We offer a free initial consultation to assess your business needs and help you select the plan that’s right for you. Schedule a meeting with our experts.

Our onboarding process varies depending on the type of service package taken. For bookkeeping packages, it’s on average 4-6 weeks, while for CFO packages, it’s 10-12 weeks.

Currently, we support integration with two popular accounting systems: Xero and QuickBooks Online. These are the only two platforms we support.

We take your privacy seriously. All client information is kept confidential and secure according to industry standards. Please review our privacy policy on our website.

The frequency of our financial review and health check-up calls depends on the service package chosen. This can include semi-annually, quarterly, or monthly for bookkeeping packages. For CFO packages, we review your financial health at least once a month.

Each client is provided with a dedicated accounting team consisting of a client bookkeeper, a controller, and a CFO. This team-of-three approach ensures comprehensive support and expertise.

We respond to all client queries based on the support level within the package, which can range from 1 to 4 business days. Please see the support section of each package for more detailed information.

In most cases, yes. We can integrate with several popular payroll systems. Please provide us with details of your current system, and we’ll work out a solution tailored for you.