Will my information remain confidential?

Yes. We maintain a strict confidentiality posture and use secure systems for document exchange and storage.

See Data Security for details.

How does onboarding work?

We begin with a consultation and, if appropriate, a Financial Health Review. Then we confirm scope, access, and a clear monthly cadence for close and reporting.

Do you offer flat-fee pricing?

Yes. Engagements are scoped and priced as a monthly flat fee based on complexity, number of entities, and service level.

Do you prepare taxes?

Tax preparation and planning may be included based on engagement scope. We align tax strategy with your accounting and reporting, so planning is informed by accurate books.

Which software do you support?

We support modern accounting stacks, and we recommend a system aligned to your needs and reporting requirements.

Do you provide audit services?

No. We do not provide audit or attestation services. If you require an audit, we coordinate with your external audit provider and support audit readiness.