You can easily get in touch with your bookkeeper, controller, or CFO by sending them an email or scheduling a Zoom call with them.

We primarily work with clients using QuickBooks and NetSuite, but we are versatile in our ability to work with clients migrating from different accounting software platforms. Our experienced team can seamlessly adapt to your preferred software or assist you in transitioning to one of our recommended software solutions. We can also build bespoke integrations and make software integration recommendations for efficient bookkeeping services.

We require a 30-day notice of cancellation for all pricing plans. For clients on an annual plan, which includes tax services, if the cancellation occurs before the term concludes (term: Jan – Dec), they will not be eligible for our tax return preparation services.

We obtain access to your financial information by having you submit items to the portal that we cannot retrieve from your accounting file.

Our client onboarding process is a thorough yet simple process in which we attain all the necessary information to begin. During the onboarding process, our main goal is to set clients up on our internal software and assign them to a dedicated CPA.

For clients that don’t require bookkeeping services, we send them an introductory email and invite them to the portal. For clients who are signed up to receive bookkeeping services, we provide them with the new client onboarding document outlining the documents and access we require.

Once the necessary access has been granted, we officially accept them into our system and introduce them to their assigned CPA to commence the work.