Our Services
We provide dependable financial support and clear reporting to inform smarter decisions. From day-to-day upkeep to big-picture planning, we keep the numbers organized so your team can focus on what’s next. Book a call with us today!
PAYMENT TERMS
We believe payments should be simple, transparent, and fair.
1. Before We Start
An onboarding payment is due before we begin work for the Silver Package. This covers your initial setup, system connections, and first deliverables.
For Gold and Platinum, onboarding is fully included—no setup fees or delays.
4. Our Guarantees
30-Day Peace of Mind: If you’re not satisfied within your first 30 days, you can cancel anytime. We’ll refund the unused portion and securely hand off your financial files.
2. Monthly Billing
After onboarding, billing runs automatically each month on your start date (or the 1st of each month, if preferred).
Payments are made through secure autopay (ACH or card).
If you start mid-month, we’ll prorate your first payment so you only pay for the days in service.
5. Add-Ons and Changes
If you ever need extra work, we’ll send a short Change Order first so you know exactly what’s included and what it costs—no surprise invoices.
3. Payment Options
Split-Pay (Silver only): Pay 50% to begin, and the remaining 50% once your first month of books is delivered.
Prepay & Save (All tiers): Prepay quarterly for a 5% discount, or annually for 10% off with locked-in pricing.
6. Late or Failed Payments
Payments more than five days late or returned by the bank incur a $25 processing fee. Work pauses until payment is resolved.
FAQs
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We help businesses keep their books clean, close the month faster, and stay ahead of tax surprises. In practice, that means handling your month-end close, delivering clear KPIs you can actually use, and building proactive tax planning into the process. If you’d like, we can share a sample so you can see what it looks like in action.
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Yes, we handle both bookkeeping and tax planning. Most clients prefer having it under one roof so that nothing slips through the cracks. This way, your books and tax strategy stay aligned throughout the year.
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Onboarding usually takes two to three weeks for a clean setup. If needed, we can fast-track the process, and you’ll always have a working system and your first deliverable by the end of month one.
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We could, but we’ve found a quick call makes the proposal far more accurate and saves everyone time. A blind proposal is usually full of assumptions, while a short conversation ensures what you receive is tailored to your business.
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Most new clients see a faster close process (within 10 days or less), cleaner reporting, and improved visibility into cash flow within the first 60 days. Our goal is to make your books something you can actually use—not something you just file away.