Got Questions? We've Got Answers.
We know finances can get complex, so we’ve put together this FAQ to give you quick, clear answers to the most common questions about our services, pricing, industries we support, and how we work. Whether you’re exploring full-service financial management or just need help in specific areas, we’re here to make things simple, secure, and aligned with your business goals.
What services do you offer?
We specialize in bookkeeping and regulatory compliance, FP&A (Financial Planning & Analysis), and business advisory services. We take a holistic approach to your finances, offering a comprehensive back office solution. Each service is tailored to meet the unique needs of your business, ensuring that all financial aspects are aligned to support your growth and success.
How do you price your services?
We offer monthly billing, and the price of our services varies based upon the specific needs of your business. We customize our service packages, allowing you to exactly what you need. We love managing all aspects of your businesses finances; provide a comprehensive back-office solution.
Do you handle IRS tax filing?
We do not handle IRS tax filing directly. However, we will coordinate with your CPA to ensure that your financial records are in order. We do handle sales and use tax, business personal property tax, commerce tax and W9/1099 processing filing.
Do you work with prevailing wage, union tracking, and certified payroll?
Yes, we handle prevailing wage reporting, union tracking, and certified payroll. We ensure all required documentation is accurate and submitted on time, keeping you in compliance with labor regulations.
Can you help with audits?
We do not offer audit services.
How secure is my financial data with your firm?
We prioritize the security of your financial information. All documents and data are stored in a secure document management system, ensuring your sensitive business information is protected at all times.
What industries do you work with?
We work with businesses in a variety of industries, including construction, property management, retail, healthcare, and non-profits. Our services are customized to meet the specific needs of each industry.
What if I only need a few specific services?
We tailor our services to fit your business needs. While we prefer to handle all aspects of your financial management, you can choose a combination of services that works best for you.
How quickly do you respond to inquiries?
We are committed to providing excellent service and aim to respond to all inquiries within 24 hours. Whether you have a question or need assistance, you can count on our prompt attention.
How do I get started?
Getting started is easy! Simply fill out our contact form or schedule a discovery call, we will walk you through our services and how we can help streamline your financial processes.
Can you work with my current accounting or finance team?
Yes, we can work alongside your current team, but we typically recommend that businesses allow us to manage their bookkeeping and financial functions fully. This ensures better organization, consistency, and a seamless experience.
Ready to Get Started?
The first step to financial clarity starts here. Whether you’re looking to streamline your bookkeeping, navigate compliance, or plan for the future, we’re ready to help.