Everything You're Wondering, Answered Honestly

You get a dedicated team that works US business hours overlap, communicates in fluent English over Slack, email, and Zoom, and operates inside your US-based cloud systems (QuickBooks Online, Xero, Gusto). Practically, it feels like an in-house finance team — one that costs 40–60% less and never calls in sick.

Yes. We use bank-level 256-bit encryption, unique role-based logins (never shared credentials), two-factor authentication on every account, and signed confidentiality agreements with every team member. Access is granted through accountant portals wherever platforms support them, so you control and can revoke access at any time.

Fixed monthly fees, quoted after a free consultation — no hourly billing, no surprise invoices. Bookkeeping engagements typically start around $395/month, full-service accounting from $795/month, and virtual CFO engagements from $1,500/month. Every quote is customized to your transaction volume and complexity.

We prepare complete, tied-out year-end tax packages and partner with licensed US CPAs and EAs for return signing and filing — either your existing preparer or one from our vetted network. Sales tax filings, 1099s, and payroll tax filings we handle directly.

We're specialists in QuickBooks Online, Xero, and Odoo, plus the ecosystem around them: Gusto, ADP, Bill.com, A2X, Shopify, Stripe, Amazon Seller Central, TaxJar, Avalara, and Power BI. If you're on something else, we'll either work with it or migrate you cleanly.

Discovery call this week, proposal within 48 hours, onboarding started within days of signing. Most clients are fully onboarded — systems connected, catch-up scoped, workflows documented — inside 2–3 weeks.

That's our most common starting point, not a problem. We scope a fixed-fee clean-up during your consultation, give you a firm completion date, and transition you straight into a monthly rhythm once you're current.

Either. Some clients move everything to us; others keep in-house staff for daily tasks while we handle the close, reporting, and review layer. We'll recommend the structure that fits — including keeping people you like in roles they're great at.