FAQ's

Nope! We guide you through everything and help you implement it at your own pace. You’ll learn as you go and feel confident using it.

No problem. We’ll clean everything up during onboarding so you can start fresh with clarity and confidence.

Definitely not. While we provide full bookkeeping, we also offer strategic reviews, Profit First implementation, and financial insight that helps you grow.

Most clients start seeing clearer cash flow and better decisions within the first 60 to 90 days, with financial growth typically within the first 3 to 12 months.

You could—but most people struggle to implement it correctly or consistently. We bring structure, accountability, and deep experience to make sure it actually works for you.

Yes. Our services are ideal for small to mid-sized service businesses ready to take control of their finances and grow with confidence—no matter their size.

Absolutely. We go beyond traditional bookkeeping by offering monthly performance reviews, Profit First planning, and strategic financial insight. Many of our clients work with us alongside their existing bookkeeper or as a full-service replacement.

Our Ignite, Lift Off, and Accelerate packages offer increasing levels of financial services and delivery priority. As you move up, you get more frequent reviews, deeper financial insight, and higher-level strategy. We’ll guide you to the right fit during your free discovery call.

Clients consistently increase profit and make better decisions that more than cover the cost. It’s an investment in control, clarity, and growth.

If you’re implementing Profit First, we’ll guide you on the best setup—usually a few extra accounts—but we keep it simple.

We’re focused on building long-term relationships, but we understand needs can change. Our notice period is just 2 months—giving you flexibility while ensuring a smooth, professional offboarding process.

Yes. We support clients across multiple countries and currencies using cloud accounting systems and virtual tools.

That’s even more reason to have financial systems in place. We help you build buffers and plan ahead to stay stable year-round.

Just book your free discovery call. We’ll walk through your goals and see which package is the best fit.

We don’t just give you reports—we help you understand them. We care about your growth and your peace of mind, not just compliance.

No, we focus on long-term partnerships that create lasting results through ongoing strategy and support

We speak plain English and focus on clarity. Our reports are visual and our meetings are practical—you’ll never feel lost.

We specialize in service-based businesses like IT management, consultants, creatives, agencies, coaches, and professionals.

We present your financial performance during our monthly or quarterly meeting, then follow up by emailing a full report for your records. This ensures you understand the story behind the numbers before you review them on your own.

We use Xero for accounting (Sage and Quickbooks also supporting), Dext Prepare for effortless document collection, Syft Analytics for clear performance dashboards, and Karbon to manage client requests and document uploads efficiently. These tools work together to give you a smooth, accurate, and real-time financial experience.