How does your pricing work?
We provide a monthly fixed fee based on your needs. Our pricing takes into account needs specific to your business including: transaction volume, support, reporting, client requests and tech usage. See our pricing page for more details.
Do you do tax accounting?
No, our main priority is to set your business up for success by ensuring accurate transparent accounting throughout the entire year, not just at tax time. This sets you up for a stress-free tax reporting season and adds a layer of security knowing your financials are always up to date.
Who owns my data?
You do. We provide services to maintain your data but you own everything.
Will we have human support?
Absolutely. While we leverage technology to make accounting processes more secure and efficient we also believe strongly in cultivating relationships with our clients. We pride ourselves on our availability and ensuring you are comfortable with processes and outcomes.
What Industries do you work with?
We have clients from both the non-profit industry and the medical industry. Our medical clients include: ER physicians, private-practice physicians, primary care physicians and dentists.
Can I pick and choose services?
Of course. Some clients we manage everything from payables and receivables to board-level reporting and forecasting. For others we manage just the bookkeeping and for others we solely provide CFO advisory services.
