General Questions
What exactly is a finance business partner?
A finance business partner goes beyond traditional bookkeeping. We embed ourselves in your business to understand your goals, then translate financial data into strategic insights. Think of us as your CFO-on-demand — without the full-time salary.
What does "AI-enabled" mean in your services?
We use AI tools to automate routine financial tasks (data entry, reconciliation, report generation), delivering faster and more accurate insights at a lower cost. This lets us focus our expertise on strategic analysis rather than manual data work.
Do you work with businesses outside the US?
Yes! We serve clients on two continents. All services are delivered virtually, so geography is no barrier. We have experience with international financial reporting and multi-currency environments.
What industries do you specialize in?
We have deep expertise in nonprofits, professional services firms, health and wellness businesses, retail and e-commerce, and tech startups. Our frameworks apply to most industries — reach out to discuss your specific situation.
Services & Pricing
How do your monthly retainer plans work?
You select a plan that fits your needs and we provide consistent monthly financial support on a rolling basis. Each month includes your plan deliverables plus a scheduled check-in call. You can upgrade or downgrade with 30 days notice.
Are there setup fees?
For new clients, there is a one-time onboarding fee equal to one month's retainer. This covers the initial financial health assessment, systems setup, and transition from your previous provider. Project-based services are priced individually based on scope.
Do you offer discounts for nonprofits?
Yes. We offer a 15% discount on all monthly retainer plans for registered nonprofit organizations. We are deeply committed to the nonprofit sector and want to ensure mission-driven organizations have access to quality financial support.
Can I combine a retainer plan with project-based services?
Absolutely. Many clients start with a project (financial systems setup or health audit) then transition to a monthly retainer. Retainer clients also receive discounted rates on project-based engagements.
Working Together
What software do you work with?
We are proficient with QuickBooks Online, Xero, Wave, FreshBooks, and several others. We can work with your existing systems or recommend and implement the right tool as part of an onboarding engagement.
How do we communicate and share files?
We use secure, encrypted communication channels. Depending on your preferences, we can use Google Workspace, Microsoft 365, or a dedicated client portal. We never transmit sensitive financial data over email.
What happens during the first month?
Month one is onboarding and assessment. We review your current financial state, understand your goals, set up or clean up your accounting systems, and establish workflows. By month two we're in full delivery mode with your first complete monthly financial package.
How do I get started?
Click "Book Consultation" anywhere on our site to schedule a free 30-minute discovery call. We'll discuss your needs, answer questions, and determine the best plan for your organization. No commitment required.