What software do you use?

We optimize or setup QuickBooks Online for all of our clients. We have been working in QuickBooks Online almost every day since 2016 and know the ins and outs. We also will help connect other tools depending on your needs to QuickBooks and help manage the integrations/systems (Gusto, Expensify, MakersHub, Melio, Point of Sale/ Practice Management software).

What’s the difference between bookkeeping and a controller?

Bookkeeping is an essential service for any organization. A bookkeeper helps categorize transactions and reconcile accounts (agree your books to your bank statements, sales system, and credit card statements). If your books are not in order and not updated, it’s hard to do much else in regards to financial analysis.

A controller is trying to help you understand what the numbers mean. They setup your reporting and are able to give you a big picture view on the financial health of the organization. They help interpret what the numbers indicate.

What is a Fractional CFO?

A fractional CFO is defined in different ways. Our core fractional CFO services focus on Profit, Cashflow, Planning, and Projection. The role of CFO is forward looking in not only interpreting what the historical numbers mean but helping to map out the financial picture for where you want to go.

Do you prepare taxes?

We do not prepare taxes. We work with tax preparers and CPA’s who focus on tax preparation and advising. Having done tax work in the past, we can provide some strategic advice but have found it best to focus on our core services in helping you get clarity around and understand the numbers.

Do I have to sign a long term contract?

Everything we do is fixed fee and month to month. We just ask for 30 days notice on cancelling our services. We want your experience of our services and the results you see to be what keeps you with us and not a contract.