FREQUENTLY ASKED QUESTIONS
Do I still need this if I already have a bookkeeper or CPA?
Yes. Many businesses have bookkeeping and tax support but lack oversight of how their accounting function operates. We work alongside existing providers to improve structure, consistency, and financial visibility.
What does ongoing support look like?
We provide ongoing oversight of your accounting processes, review financial reporting, and identify areas for improvement. Engagements are tailored based on the complexity and needs of your business.
What size businesses do you typically work with?
We work with growing businesses that require more structure and visibility in their financial operations, often at a stage where existing processes are no longer sufficient.
Is this a one-time service or ongoing?
Most clients engage us on an ongoing basis to ensure their accounting function remains consistent, accurate, and aligned with their business growth.
Will my financial information remain confidential?
Yes. Confidentiality is a core part of our work. All client information is handled with strict discretion and in accordance with professional standards. Your financial data is securely managed and protected throughout our engagement.
How does pricing work?
Our services are typically structured on a retainer basis. The retainer covers a defined scope of work within a set time period. If additional support is required beyond that scope, services are billed at an hourly rate. This approach allows for both structure and flexibility as your needs evolve.
What happens if I need to terminate services?
Either party may terminate the engagement with written notice. Upon termination, all completed work will be provided. Fees for services already rendered are non-refundable, and any outstanding balances must be settled in accordance with the terms of the engagement.