Question 1

Do you work with my niche?

Accepted Answer

Almost certainly. Most of our clients are content creators, startups and SaaS companies, agencies, e-commerce brands, home services and trades (HVAC, plumbing, electrical, landscaping, general contractors), restaurants, and local businesses. If you run a small business in the U.S., we can probably help. Ask us on the call and we'll tell you straight.

Question 2

What software do you use?

Accepted Answer

We work inside QuickBooks Online, Xero, or Wave, whichever you already use. We pull in Stripe, Shopify, PayPal, ServiceTitan, Toast, Square, and most of the creator payout platforms. If you're not on anything yet, we'll help you pick.

Question 3

I haven't filed in a while. Can you help?

Accepted Answer

Yes. That's a big chunk of what we do. We'll quote a fixed price to get everything current, file the missing years, and put you on a monthly plan so it stops being a source of stress. Honestly, we've seen worse than yours.

Question 4

How does pricing work?

Accepted Answer

Flat monthly, based on your transaction volume, entity type, and which services you need. That's it. You'll never get an hourly bill from us, and you'll never get a surprise invoice for a quick question.

Question 5

Do I get a real human?

Accepted Answer

Yes, always. You get a dedicated lead you can email or Slack, plus a small team behind them. Everything is reviewed by a licensed CPA before it goes out.

Question 6

How fast is onboarding?

Accepted Answer

Usually 7 to 14 days from the time you sign. If you also need a cleanup project first, we'll quote that separately and give you a timeline up front.

Feature	Foundation	Growth	Scale
Monthly bookkeeping
Bank & CC reconciliation
Year-end tax filing (1040 + biz return)
S-corp payroll
Quarterly tax estimates
Real-time financial dashboard
Priority support (Slack)
Fractional CFO
Investor-ready reporting
Multi-entity support
Monthly strategy call

Flat monthly pricing. Never hourly.

Foundation

Growth

Scale

Behind on your books?

What's in each plan.

Questions, answered.

Still comparing? Let's just talk.