Answers
Frequently asked questions.
Scope, pricing, software, security, and onboarding — the questions we hear most from finance leaders and founders.
General
- How quickly can we get started?
- Most engagements begin within a week. After a short discovery call we scope the work, agree on a fixed monthly fee, and start onboarding immediately.
- Do you work inside our existing accounting software?
- Yes. We work directly in your QuickBooks or Xero environment, alongside tools like Bill.com, Gusto, Ramp, and Stripe. If you need a migration, we handle it.
- What if our books are years behind?
- Catch-up and clean-up work is one of our most requested services. We rebuild historical periods, reconcile every account, and hand back a clean starting point.
- How do you protect our financial data?
- Access is role-based and least-privilege, documents move through encrypted channels, and every team member is bound by confidentiality agreements.
- How is pricing structured?
- A fixed monthly fee based on transaction volume, account count, and the services in scope. No hourly surprises and no long-term lock-in.
What's included
- What do I actually get with a monthly plan?
- A dedicated accountant working your books full-time (160 hours a month), oversight from a senior accountant, and the scope listed in your plan — bookkeeping, reconciliations, month-end close and reporting as applicable. Software licences stay in your name; we work inside your environment.
- Are review and quality checks included?
- Yes. Every engagement includes a second-level review by a senior accountant or account manager before deliverables reach you, at no extra cost.
- Is software or subscription cost included?
- No. QuickBooks, Xero, Bill.com, Gusto and similar subscriptions remain billed to you directly, so you keep ownership of your data and vendor relationships.
- What is not covered by a standard plan?
- Tax return filing and audit representation, historical catch-up of more than three months, and system migrations are scoped separately as one-time projects.
Billing & contracts
- When am I billed?
- Monthly plans are billed in advance on the first business day of each month. Hourly engagements are billed in arrears on the first business day of the following month, with a timesheet showing the work performed.
- Is there a minimum term or lock-in?
- No long-term contract. Plans run month to month and you can cancel or change tier with 30 days' written notice.
- What happens if I need more hours than my plan covers?
- Extra hours are billed at your plan's hourly rate, agreed in advance. If overages repeat for two months, we recommend moving to the next tier so you pay less overall.
- How do payments work?
- We invoice in USD and accept international wire, SWIFT, ACH bank transfer, and major credit cards worldwide. Payment terms are net 7 for monthly retainers and net 15 for project work.
Onboarding & timelines
- How long does onboarding take?
- Typically 5 to 7 business days from signed agreement to first live work: discovery call and scoping (days 1-2), secure access to your systems (days 2-3), documentation of your close process (days 3-5), then your accountant starts.
- When do I see the first deliverables?
- Reconciliations and AP/AR updates begin in the first week. Your first full month-end close package lands within the first complete close cycle after go-live.
- What do you need from us to start?
- Read or user-level access to your accounting software and banking portals, a list of active vendors and customers, and one point of contact for questions. We supply the access checklist on day one.
- Can we change tier or add roles later?
- Yes. Tier changes take effect at the start of the next billing cycle, and additional roles can usually be staffed within two weeks.
Still have a question about your specific setup?
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