FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our packages are Starter (starts at $700) and Growth (starts at $1,500). We offer multiple project-based packages as well and work with clients to agree on a price point that they are comfortable with.
- What is your typical process for working with a new customer?
We start with a quick discovery call to learn about your business and what kind of financial clarity you’re looking for. From there, we review your existing setup and outline a simple plan for getting your books and reports in great shape. Once we’re connected to your systems, we clean up and organize your data, then create clear, visual reports tailored to your needs. You’ll always know what to expect, and we’ll walk you through every step so nothing feels overwhelming. Our goal is to make this process smooth, transparent, and stress-free from day one.
- What education and/or training do you have that relates to your work?
Our team is led by experienced finance professionals with backgrounds in public accounting, fund accounting, SEC reporting, estate accounting and financial strategy. We’re CPA-led and bring over 16 years of experience in controllership, reporting, and automation at large financial institutions. We combine this technical foundation with continuous learning in AI tools and modern finance technology, ensuring every client benefits from both precision and innovation.