How do the services differ from the platform?
The services are an ongoing management engagement for agreed backoffice responsibilities. The platform is software for billing, commerce, proposals, reconciliation, tax preparation, and websites. We can discuss either offering or how both could fit your business.
How does CPA oversight fit into the work?
CPA oversight is part of the service model for tax and year-end close. The aim is to keep the ongoing financial work aligned with filing and close requirements throughout the year. Your engagement defines the scope and responsibilities.
Can you help with an existing setup?
Yes. Discovery includes your current systems, providers, workflows, and unresolved work. We use that review to plan the organization, transition, and ongoing management responsibilities.
What will you need from us to get started?
Start with a picture of the business: team size, current accounting and payroll arrangements, who handles the recurring work, and what is causing the most friction. We’ll identify the information and access needed during setup.