Frequently Asked Questions

 It’s CFO-level support without a full-time hire. We provide dashboards and reporting, budgets and forecasts, cash flow planning, process improvements, internal controls, system implementations and due diligence support. 

Yes. Many of our clients have operations, employees or customers in more than one state.

 Yes. General ledger clean-up is one of our services. We bring your books current, then keep them closed every month. 

 We don’t issue audit opinions on financial statements. We help you get ready for your outside auditor with schedules and support, and we assess and test internal controls. 

 It starts with an intro call to learn about your business and systems. We then send a proposal, connect to your systems and review your books during onboarding. After that, we create a unique package that meets your needs with our capabilities.

Yes. At year end we prepare the schedules your CPA needs and act as the go-between, so your CPA gets what they need in a timely manner.