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Frequently Asked Questions

Sometimes the information you may be wondering about may not be on our main website pages. Here are some answers to a few of the frequently asked questions we receive. 

What is your satisfaction guarantee?

We believe in strong working relationships, built on a foundation of integrity and trust. In order to help establish this with you, we offer a 100% guarantee whereby, if after using our recurring services for a month, if you find you are not satisfied, we will refund your monthly fee in full, or come to an arrangement that is mutually satisfactory. 


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We recognize that not many people dive this deep into a website, and so if you are, then we just want to say that we appreciate your diligence! As a way of acknowledging that, please send us an email to, with the subject line "I look at the details", and your contact information in the body of the email, and you will be entered into a monthly draw for some fun prizes. 


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This is your Services Page. It's a great opportunity to provide information about the services you provide. Double click on the text box to start editing your content and make sure to add all the relevant details you want to share with site visitors.


Will you take my shoebox of paperwork?

The short answer to this is no. We provide a streamlined online service, which comes with many benefits, and so we do not touch paper. If you would like to work with us, we are happy to get you set up with your online platforms, to which you can upload the contents of your shoebox, but we do not accept any paper. We recognize that some people have a hard time parting with paper, and we get it; our industry is known for its affinity toward paper! The beauty of accounting is that there are many people who are still quite happy to help in this way. If you would like any referrals for a firm that can help you with your shoebox, please let us know. 


How long does it take to get set up and going?

Once you contact us, we will be in contact with you by the next business day about setting up an initial discovery meeting. Following the discovery meeting, if it has been determined that there is a mutual fit and that we can help you with what you need, we generally provide you with a proposal with some relevant options to select from. Once you select and approve an option, we begin the follow up and onboarding process, which typically takes anywhere from 1 day to 3 weeks, depending on the complexity of the engagement and how quickly you can provide us with the relevant information needed. Our overal intake and onboarding experience is fairly similar for most engagements, from bookkeeping to tax filing to fractional CFO services. 

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