No obligation
Talk to a CPA before you commit to anything
A licensed CPA, not a salesperson and not a chatbot. Nothing is charged for the call and nothing is charged after it without you agreeing to a number first.
What the call covers
How far behind you are
If your books are behind, that is the normal starting point rather than something to apologise for. We scope the catch-up on this call and quote it before any of it starts.
What your systems actually are
Which accounting system, whether cards run through Ramp, whether there is a practice system holding client money. That is what decides whether we are useful to you at all.
Whether to say no
If you have a bookkeeper who reconciles weekly and closes on time, we will say so. A firm that does not need this is not a firm we want paying for it.
Would rather look than talk? The walkthrough puts you in a real set of books in about a minute.