FAQ

Straight answers.

What the fee covers and what stays with you, answered before you book.

Are you CPAs?

No. We're bookkeepers and fractional CFOs. Tax returns go to a partner CPA (or yours), using the books we keep.

What does "flat" actually cover?

Your books, your CFO time and your questions, whether that's one email or twenty. The only other charge is catch-up beyond three months behind, and you'll see that in writing before you sign.

How fast do you answer?

Ask anytime. Real answers within 4 business hours, and within a day on weekends.

Can you get us funded?

No one can promise funding, and we don't. We help you get ready, with clean books and a model that holds up when a lender or investor starts asking. We don't take fees tied to what you raise, and we don't sell investor introductions.

Do you run payroll or pay our bills?

No. Bill pay, payroll runs and sales tax filing stay with your team or provider. We reconcile what they do and flag anything that looks off.

Do we have to switch software?

Your POS, payroll and sales tools stay as they are: Toast, Square, Shopify, Amazon, Gusto. We connect them to your books, which we run in-house in QuickBooks Online.

Do you work outside Utah?

Yes, anywhere in the US. Mostly remote, in person when it matters.

Hand us the numbers.

30 minutes on where they stand and what comes next.