Questions &
Answers:
What are your fees?
Everything is completely tailored to the client. Unfortunately, it just depends. We won’t know until we talk with them and look at the books. We can say this our packages start at $375.
Do you do taxes?
We think about taxes as we think about payroll. Both are gross. Also, like payroll, we know some amazing tax people.
Will you send invoices to my clients?
The short answer is most likely. However, it does depend on the volume and frequency of the invoices.
Will you track my receipts?
We do not. We provide a google drive for clients. If they want to put them in there they are most welcome to.
Will you pay my bills?
For us to pay bills for the client, they have to follow a very particular process. Even in the business, the same person who is entering the bills should not be paying them.
Can I just hand you everything and be done with it?
The best way for clients to pass everything along is to work with us upfront – when we first start working together, we’ll have lots of questions and need access to a few of our client’s specific systems/software. After that, all clients have to do is answer our questions each month and show up to our financial calls. As the months go on we’ll have fewer questions.
What kind of information do I need to get started?
We need access to Quickbooks Online. If there is anything else, well chat about it on the discovery call.
How do you accept payments?
We take ACH payments. For our monthly clients that same amount recurs every month. They fill out the form once and we are good to go.
Do I have to commit for a certain amount of time?
Nope. We do have a contract but it’s month to month. Anyone can cancel at any time.

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