Frequently asked questions.

General Questions

  • Bookkeeping provides the foundation of accurate financial data, while CFO services use this data to offer strategic financial guidance and planning for your business.

  • Yes, our services are scalable and can be tailored to businesses of all sizes, from startups to established companies.

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  • We use industry-standard encryption and security protocols to protect your data. All our staff are bound by strict confidentiality agreements.

  • We offer various pricing packages based on the services required and the complexity of your business. Please contact us for a customized quote.

  • Getting started is easy! Simply contact us for an initial consultation. We'll assess your needs and propose a tailored solution for your business.

Bookkeeping Services

  • Bookkeeping is the process of recording and organizing a company's financial transactions on a day-to-day basis. It ensures that all financial records are accurate, up-to-date, and compliant with relevant accounting standards.

  • Professional bookkeeping helps maintain accurate financial records, which are crucial for making informed business decisions, filing taxes correctly, and providing financial transparency to stakeholders.

  • Our bookkeeping services include:

    • Recording daily transactions

    • Reconciling bank statements

    • Managing accounts payable and receivable

    • Preparing financial statements

    • Maintaining the general ledger

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  • We typically update books on a monthly basis, but we can adjust the frequency based on your business needs and volume of transactions.

  • We are currently focused on QuickBooks Online. If you are not using QuickBooks Online but are willing to switch, we can assist you with the transition. QuickBooks Online offers robust features and cloud-based accessibility, making it an excellent choice for most businesses.

CFO Services

  • A Chief Financial Officer (CFO) is responsible for managing the financial actions of a company. This includes tracking cash flow, financial planning, analyzing the company's financial strengths and weaknesses, and proposing corrective actions.

  • CFO services can help your business with strategic financial planning, risk management, raising capital, and providing insights to drive growth and profitability. These services are particularly valuable for small to medium-sized businesses that may not need or be able to afford a full-time CFO.

  • Our CFO services include:

    • Financial strategy and planning

    • Budgeting and forecasting

    • Cash flow management

    • Financial risk assessment

    • Performance analysis and reporting

    • Assistance with fundraising and investor relations

  • The frequency of interactions depends on your package and needs. Typically, we schedule regular monthly or quarterly meetings, with additional support available as needed.

  • Absolutely. We customize our CFO services to match your business's size, industry, growth stage, and specific financial needs.