Frequently Asked Questions

  • That’s awesome! It’s super easy. Click the link to the left to fill out a form that will take you to the calendar, where you can schedule a complimentary discovery call.

  • Great question! If you want to move forward after our call, you will receive a proposal for a diagnostic review, which is currently complimentary.

  • Our onboarding processes are very high-touch. It’s important that we take the time necessary to fully understand your business, the unique challenges, and what processes need to be engaged to support you best. We like to be up front that this can take time, so initially, we like to meet weekly for 4-6 weeks. Again, every business in unique, so this could be longer.

  • Since every business is unique, it will depend on size, complexity, and scope. After we complete the diagnostic review, we will send a proposal for pricing. To offer a general idea of cost, CFO + Bookkeeping services are a 4 figure monthly investment.