Yes! If we don’t respond to your inquiry within 48 hours, your next month of service is absolutely free! This reflects our unwavering commitment to providing exceptional client service.

We prioritize open communication and personalized support for every client. Unlike traditional accounting firms, bookkeeping firms, and fractional CFO firms, we guarantee a 48-hour response time for all inquiries or your next month is absolutely free! Additionally, we limit our client base to just 20, ensuring you receive dedicated attention and timely service at all times.

We offer flexible pricing options, including a discount for annual payments. During our initial consultation, we’ll work together to determine the best plan that fits your needs and budget.

You have unlimited access to ask questions anytime via email, text, or our client portal. Our goal is to ensure you feel fully supported and informed throughout our partnership.

Our approach begins with understanding your financial goals. We work from the ground up, ensuring we develop a tailored financial strategy that aligns with your desired profit and growth objectives.

By limiting our client base and implementing efficient systems, we prioritize deliverables and maintain strict timelines. This commitment to customer service ensures you won’t experience the delays common with other firms.

We take client confidentiality seriously. We implement strict data security measures to protect your financial information, ensuring that your sensitive data remains secure at all times. All of our client document, VPN's, messaging systems, workflow software systems etc are either SOC 2 or SOC 2 Type 2 compliant ensuring the highest level of security.

We typically work with business owners in e-commerce, food/beverage, consumer products, restaurants & trucking industries.

Absolutely! You can schedule a consultation with us before committing to our services. We’ll take the time to understand your needs, answer your questions, and explore how we can best support your business.