We start with a free discovery call to understand your business, review your current books, and identify gaps. From there we build a custom scope of work and get started. Most clients are fully onboarded within two to three weeks. No lengthy questionnaires, no back-and-forth that drags on for months.
Most clients feel the difference within the first month. Cleaner reports, fewer fire drills, and a real handle on cash flow. The full impact builds over the first quarter as we stabilize your books and start delivering monthly insights you can act on.
Access to your current accounting software, bank and credit card statements, and any relevant tax documents. We’ll walk you through everything on our kickoff call. Nothing complicated, nothing overwhelming.
No long-term contracts. We work month-to-month. We believe you should stay because the work is good, not because you’re locked in. If it’s not working, you can walk away anytime.
We offer startup financial system setup, ongoing accounting and bookkeeping, payroll through our ADP partnership, and full finance department support — including CFO-level advisory, budgeting, forecasting, and financial strategy. We scale our services to match your stage.
That’s completely fine. We scope every engagement to fit. Whether it’s just a cleanup, just bookkeeping, or just payroll — we don’t force a full package on anyone. You only pay for what you need.
We prepare and organize everything for tax season so your CPA or tax preparer has exactly what they need. We can also coordinate directly with your tax professional to make the process seamless. No scrambling in April.
Absolutely. That’s one of our core services. We help startups and early-stage businesses pick the right tools, set up their chart of accounts, integrate payroll, and build a financial foundation that scales with them.
Think of it as having a CFO, controller, and bookkeeper — without hiring any of them full-time. You get monthly reporting, cash flow management, budgeting, forecasting, KPI tracking, and strategic guidance all in one engagement.
We use transparent, flat-rate monthly pricing based on your scope — not billable hours. You’ll always know what you’re paying before we start. No surprise invoices, no hidden fees. If your needs change and we need to adjust, we have that conversation with you first.
It depends on the scope. A startup getting their books set up will be different from a manufacturer needing full finance department support. Our services start at $150/month for payroll and go up from there based on complexity. We’ll give you a clear quote after our discovery call.
No. What we quote is what you pay. Period. If your scope changes and we need to adjust, we’ll have that conversation with you before anything changes on your invoice.
We’re tool-agnostic. QuickBooks Online, Xero, NetSuite, FreshBooks — we adapt to your tools, not the other way around. If you’re not sure what to use, we’ll recommend the best fit for your business size, budget, and goals.
Not unless your current setup is actively holding you back. We’ll meet you where you are. If a change makes sense down the road, we’ll walk you through the transition and handle the migration.
Yes. We work with ADP, Gusto, Bill.com, Expensify, and most major platforms. If you’re using something specific, just ask — chances are we’ve worked with it before.
We serve manufacturing, retail, technology and SaaS, and startups. That said, our team is adaptive and we bring experience across a wide range of industries. If you don’t see yours listed, reach out — we can probably help.
If you’re in one of our core verticals, yes — we know the financial patterns, compliance needs, and operational challenges inside and out. If you’re in a different industry, we learn fast. Our process is built to adapt, and we’ve yet to meet a business we couldn’t figure out.
Yes. We help pre-revenue startups set up clean books, build runway models, and get investor-ready financials in place — so when the revenue comes, the systems are already there. Starting early saves you a painful cleanup later.
As much or as little as you want. Some clients hand us the keys and check in monthly. Others prefer a weekly pulse. We adapt to your communication style. The only thing we ask is that you’re responsive during onboarding when we need access or approvals.
You’ll have a dedicated team that knows your business. Phil and Lisa oversee every engagement, and you’ll always have a direct line to them — no call centers, no rotating staff, no re-explaining your business every quarter.
Email, scheduled calls, and shared dashboards. We keep communication tight and consistent so you’re always in the loop without being overwhelmed. We’re responsive — if something comes up, you’ll hear from us quickly. Not next week.
We’re not a traditional firm. We’re a fractional finance team that embeds into your business. We’re proactive, not reactive. We use flat-rate pricing, not billable hours. And we treat your finances as a growth tool, not a compliance checkbox. When you work with us, you get a team that actually cares whether your business succeeds.
