FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We keep it simple: flat monthly pricing. No surprise bills. No hidden fees. No “gotcha” charges at tax time. Our plans start at $250/month depending on the complexity of your business and scale as you grow — just like good financial support should. This also includes your tax filing at the end of the year as well.
- What is your typical process for working with a new customer?
It’s simple: We align a fractional team around your business. Bookkeeping, accounting, tax strategy — all handled through one proactive system. No chasing down your numbers. No end-of-year panic. Just clean financials, smart planning, and full support.
- What education and/or training do you have that relates to your work?
Our team includes licensed tax professionals, seasoned controllers, and fractional CFOs who’ve helped companies go from startup to IPO. We’ve seen every financial challenge a growing business can face — and we know how to keep you ahead of it.