FAQ
Clear answers. No brochure voice.
If the question you have is not here, that is a good reason to write. We would rather tell you we are the wrong fit than sell you a seat.
A short monthly pack that translates the books into cash, leaks, and the next three moves. It is the opposite of a 40-page reporting dump. You should be able to read it in ten minutes and know what to do.
QuickBooks, Xero, MYOB, Digits, NetSuite, Sage Intacct, and Wave. If the file is clean enough to close, we can sit on top of it. We do not replace the ledger. No second set of books.
No. We do not replace bookkeeping, tax, or audit. We sit on top of a clean file and turn it into decisions. If the books need work, we will say so plainly and help you get them there.
Yes. Bookkeepers, CPA shops, and firms that want to sell advisory without staffing a CFO use us as the desk behind their logo. The client stays yours. The pack goes out as you. That is a real category — outsourced CAS — and it is most of how we prefer to work.
No. Partner work is written so we cannot. We do not put our name on the pack, we do not invoice the owner, and if they reach us directly we send them back. The shadows are contractual, not a vibe.
The first Profit Pulse lands within two weeks of access to the books. Most owners say the first close is when the fog lifts — cash, margin, and the quiet leaks they had been walking past.
Owners doing roughly $1M–$20M who already keep books but do not run the company from them. And the firms who already serve those owners and want a CAS offer without hiring a full-time advisory seat. If you are pre-revenue, need tax prep, or want a full-time in-house CFO, we are not the fit — and we will tell you.
We are not a CPA firm. We do not file taxes, perform audits, or manage investments. We do not replace your bookkeeper. If you want a software login and no conversation, this is the wrong shop.
Yes. Plenty of owners start on Essential until the numbers are trustworthy, then sit in Professional. CFO is there if you want on-demand virtual CFO work between the pulses. Partner seats follow the same ladder, billed to the firm.
Request a Profit Pulse — as an owner, or as a firm that wants a white-label seat. We will ask for a look at the books, tell you honestly whether we can help, and if so, send a simple engagement note. No 12-page proposal.
Still foggy?
Request a Profit Pulse. We will look at the books and tell you plainly whether this is a fit.
Request a Profit Pulse