Frequently Asked Questions

  • We provide bookkeeping, payroll, financial reporting, system optimization, and fractional CFO services designed to help organizations gain clarity and confidence in their finances.

  • We specialize in supporting small businesses, nonprofits, and churches — helping leaders manage their finances efficiently so they can focus on growth and impact.

  • Our clients save significantly compared to hiring full-time or part-time staff. We provide a full financial team’s expertise for a fraction of the cost — without payroll, benefits, or training expenses.

  • We primarily work remotely, using secure, cloud-based tools to manage your finances efficiently and safely. In-person meetings can be arranged when needed.

  • We primarily use QuickBooks Online, but we can also work with other platforms like Xero or Wave depending on your organization’s needs.

  • We manage payroll through QuickBooks Payroll or other trusted providers, ensuring accuracy, tax compliance, and timely employee payments.

  • Yes — our higher-tier services include budget development, forecasting, and cash flow analysis to help you plan for the future with confidence.

  • Our pricing is based on organization size and annual revenue, with tiers that scale from basic bookkeeping to full fractional CFO support. Payroll services are available as an add-on to any tier level.

  • We use encrypted, cloud-based accounting systems and secure document-sharing tools to keep all client information confidential and protected.

  • Simply contact us through our web form or email us directly. We’ll schedule a consultation to understand your needs and recommend the best plan for your organization.