Frequently Asked Questions (FAQ's)
Have questions? You’re not alone. We’ve answered the most common questions about our services, process, and pricing to help you get the clarity you need—fast.
General FAQ's
We specialize in comprehensive financial services for small businesses, including:
• Bookkeeping
• Accounting
• Outsourced CFO Services
• QuickBooks Clean-Up
• Financial Advisory and Strategy
We work primarily with service-based and growth-focused small businesses—from solo entrepreneurs to scaling teams—who want clear, proactive financial guidance.
You get real human support, not bots. With corporate-level expertise and a client-centered approach, we deliver personalized financial strategy without the overhead of a full-time in-house team.
Antonia Larsen, a seasoned finance expert with experience at companies like Tesla and PCF Insurance Services, leads the team with over a decade of hands-on industry experience.
Process & Getting Started
It’s easy! Just schedule your free consultation using any of the schedule consultation buttons across our website. We’ll discuss your needs, evaluate your current setup, and recommend a tailored plan.
Our consultations are friendly and pressure-free. We learn about your business goals, evaluate your financial systems, and offer guidance on the best next steps.
Not necessarily. If you only need clean-up or CFO services, we can work alongside your current accountant or bookkeeper. We also offer full-service packages if you’re ready to switch.
It depends on the volume and complexity of your records. Most clean-ups are completed within 2 to 4 weeks, but we’ll give you a clear timeline during your consultation.
Absolutely. We work virtually with clients across the U.S., providing responsive support and cloud-based financial management.
Payment & Billing
We offer transparent, flat-rate monthly pricing:
• Bookkeeping starts at $497/month
• Accounting at $797/month
• CFO services at $1,500/month
• QuickBooks Clean-Up starts at $1,997 (one-time)
Final pricing is customized based on your needs, volume, and complexity.
No long-term lock-ins here! We offer flexible packages with month-to-month options because we believe in earning your trust—not tying you down.
We accept major credit cards and ACH transfers. Invoices are sent electronically, and automatic billing is available for convenience.
Yes, our services are flexible. You can adjust your package as your business evolves—just let us know!
Ready to Simplify Your Financial Management?
Let’s get started. Take control of your finances with expert guidance.