START WITH THE RIGHT FOUNDATION
Clean books first.
Then useful perspective.
Essential requires reconciled records we can rely on. We review a sample close before kickoff. If the records need work, we discuss Growth or a separately scoped cleanup before starting CFO-only support.
Bookkeeping-only, payroll, or additional work+
Bookkeeping-only support, payroll processing, accounts payable or receivable execution, extra entities, and one-off projects are quoted to your requirements. These are custom services rather than additional published tiers.
Discuss custom support ↗
What is outside standard scope?+
Historical catch-up, unusual data remediation, complex inventory, additional entities, tax filings, major financing negotiations, and transaction or M&A projects are not automatically included. We agree the work and fee before it begins.
How often do we meet?+
Essential and Growth include a monthly CFO review. Strategic includes one weekly 30-minute meeting with a partner, plus a one-business-day asynchronous response target and up to four monthly hours of additional ad-hoc support. Meeting preparation, reporting needs, and responsibilities are agreed in the engagement scope.
Are onboarding and cleanup included?+
Standard onboarding is included in the monthly engagement. Historical cleanup and unusual integrations are quoted separately. Timing depends on the condition of your records and timely access to the information we need.
Can I cancel or change tiers?+
You can cancel with 60 days’ notice. If your needs change, we agree the appropriate tier and effective date. A step-down from Strategic to Growth can be agreed at a month boundary; cancellation and tier changes are separate terms.
Do you replace my tax preparer?+
No. We work alongside your tax preparer. Growth and Strategic include an information handoff; tax preparation and filings are separately scoped.
