Onboarding begins immediately after your proposal is signed. You’ll receive our onboarding checklist right away, and your part—providing documents and access—is a big factor in how quickly we can move.

Once we have what we need, we typically begin rolling out recurring services within the first few weeks. Your monthly close and reporting cadence becomes fully consistent in under 90 days.

Your report delivery date depends on your service package:

• Compliance: by the 30th of the following month
• Controller: by the 15th
• CFO: by the 10th

If your business needs features or delivery timelines from different packages, we’re happy to customize your proposal to fit your goals.

Your financial reports are delivered through your secure client portal. They’re interactive, allowing you to:

• View results across custom date ranges
• Drill down into transaction-level detail
• Access historical reports anytime

No static PDFs unless you want them.

We work on your books year-round, which makes tax season significantly smoother. That means:

• Asking and resolving questions in real time (not all at once in March)
• Providing a clear year-to-date picture in Q4 so you and your tax preparer can plan ahead
• Preparing clean books and documentation your tax preparer will likely request

You focus on the big decisions—we handle the prep.

Hey—life happens. If questions start to pile up, we’ll proactively hop on a call to tackle things together and see how we can reduce friction.

That may include:

• Implementing receipt tracking software for your team
• Creating and managing a dedicated accounting email inbox
• Reaching out to vendors or customers on your behalf

Our goal is to build systems so you’re not the middle person for every single question.

For day-to-day communication, we use email and Slack (if you’re opted into Slack support).

For deeper conversations, one-off questions, or ongoing advisory work, we use video calls.

We’ll always match the communication style to the urgency and complexity of the topic.

Here’s a high-level breakdown:

• Balance Sheet: A snapshot of your company at a specific point in time—what you own (assets) and what you owe (liabilities).
• Profit & Loss (P&L): Shows performance over a period of time (e.g., month-over-month), including revenue, cost of your services or products, and operating expenses.
• Statement of Cash Flows: Explains where your cash actually went, since profit doesn’t always equal cash in the bank.

If you opt into CFO services, we include coaching to improve your financial literacy and confidence in using these reports.

You can book a strategy session directly through our website.
If you’re a current client, you can also schedule a session inside your client portal.

Schedule a call with your account lead through the client portal. We’ll listen to your pain points, make recommendations, and send an updated proposal if changes are needed.

You can flag items by sending us an email or a quick Slack message (if you’re enrolled in Slack support). We’ll take it from there.