We integrate with all third-party tools and proprietary databases, however the only general ledger system currently supported is QuickBooks. As part of our implementation, we can migrate you to QuickBooks Online for free. We will be supporting NetSuite in the near future.
The only requirement is that you operate on QuickBooks Online. All other supporting systems can remain the same. If you’re exploring changing systems, we’re happy to provide recommendations that have seen work well for our clients.
Both: services powered by software. Currently, our accountants are the only ones controlling our automation tools. Our automation eliminates over 80% of the manual steps in your accounting and bookkeeping processes. Accounting cannot be fully automated, there will always be edge cases, and that’s where our on-shore accountants step in.
No, we provide all of the services that a bookkeeper provides, plus more.
We work with existing finance teams and apply our automation to solve pain points, high-volume manual tasks, and other functions of their team that they would typically delegate to a senior or staff accountant. If you need help with just one or some of your processes, we can scope a solution that compliments your in-house team’s skill set.
Everyone’s favorite answer: it depends.
We typically price with a one-time implementation fee to set up our automation and then a recurring monthly service fee. The scope of work and complexity of your business will determine the outcome. If you complete our Discovery Document, we can give you a range before hopping on a call.
No, all services are month-to-month and can be canceled at any time.
We are industry agnostic, providing services to small and medium medium-sized businesses, from pre-seed through Series C. We currently serve nearly 100 clients broken down as follows:
No, but we do work with your tax professionals or auditors to provide them with requested data and answer any questions. Our automated accounting services prepare your financials in a way that makes tax professionals and auditors' lives easier.
No, but the work we provide makes your fractional CFOs life easier. We partner with many fractional CFOs and the clients they support and can provide you recommendations for fractional CFOs if you have not selected one already.