Whether you’re streamlining bookkeeping, prepping for a funding round, or scaling toward exit - let’s build a financial strategy as ambitious as your vision.
We’ll personally respond within 24 hours — guaranteed.
We get it — choosing an accounting partner is a big decision. Here, we’ve answered the questions we hear most from startups, scaling SMBs, and non-profits exploring our services. Whether you’re curious about our process, security, or flexibility, we’re here to clarify the path forward. Still unsure?
Our 3-step workflow ensures we align with your goals:
1. Discovery questionnaire followed by a 30-min chat to understand your pain points, stage, and compliance needs.
2. Custom Proposal: We’ll recommend services (e.g., bookkeeping + fractional CFO) and tools (like dashboards) tailored to your business.
3. Seamless Handoff: We integrate Quickbooks and Wagepoint, train your team, and automate workflows - usually within 5 business days.
Security is non-negotiable. We use SOC 2-compliant platforms for all web hosting and accounting software, encrypted file sharing, and role-based access controls. Only your assigned accountant, payroll specialist and fractional CFO (if applicable) access sensitive data. For startups raising funds, we sign NDAs to protect IP and financial projections.
Absolutely. Our ideal clients include non-profits, agencies, and specialized startups (SaaS, clean tech, etc.). We tailor workflows for grant reporting, GAAP compliant revenue recognition, or inventory-based businesses — no one-size-fits-all templates.
Our plans are designed to scale. Start with tax prep, add payroll during hiring sprints, or upgrade to CFO advisory pre-funding. For long-term partners (e.g., pre-IPO), we lock in rates and prioritize your account. For short-term needs, month-to-month options are available.
We monitor regulatory shifts (e.g., taxable benefits, PST rules) and update your workflows proactively. You’ll receive quarterly compliance updates and real-time alerts for urgent changes.
