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FAQ

Questions, Answered

The things people most often ask before working with us. If your question isn't here, get in touch and we'll answer it directly.

FAQ

General questions

We're an outsourced accounting partner. We handle bookkeeping, accounting, tax preparation and planning, payroll, catch-up accounting, and fractional CFO support, all from one connected set of books.

Startups building their first financial systems, established small and mid-size businesses, and CPA firms outsourcing overflow work, across the US and internationally.

Yes. We work across eCommerce, SaaS, agencies, real estate, restaurants, trucking, professional services, non-profits, and more, with reporting set up for how your industry actually operates.

QuickBooks, Xero, NetSuite, Zoho, Bill.com, Gusto, and most major tools. We work in your existing system or help you choose one.

Book a free consultation. We review your current books and filings, then come back with a clear scope and an exact monthly quote.

FAQ

Bookkeeping & accounting

Transaction categorization, bank and credit card reconciliations, accounts payable and receivable tracking, and monthly financial statements.

Most clients receive clean, reviewed financials within a few days of month-end.

Yes. Catch-up accounting reconciles historical accounts and rebuilds your financial statements, however far behind you are, then moves you onto a steady monthly process.

Bookkeeping records and reconciles what happened. Accounting turns that into financial statements and analysis you can use to make decisions.

FAQ

Tax & payroll

Yes. We prepare and file federal and state returns based on your entity type and every state where you have an obligation.

Yes. We run payroll, calculate withholding, and file payroll tax deposits across the states where you have employees.

Yes. We track contractor payments throughout the year, so year-end filing is a formality rather than a scramble.

Yes, and that's the point. Filings are built from current, reconciled records instead of a year-end reconstruction.

Still Have a Question?

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