Frequently Asked Questions
How do you build long-term relationships with clients?
We take time to get to know you, your goals, and your challenges — not just your tax return. Over time, we become a trusted part of your team, offering advice before you even know you need it.
What does “Outsourced CFO” actually mean?
An Outsourced CFO (Chief Financial Officer) is essentially a part-time or contract CFO service you hire instead of having a full-time CFO on your payroll.
In our world, it’s like having an accountant on your team without putting one on your payroll full time. Instead of hiring in-house, you partner with a dedicated accounting team that manages your books, keeps you compliant, and helps you make confident financial decisions. You get the knowledge, guidance, and consistency of an in-house accountant without the full-time cost.
Who will I work with?
We’ll pair you with a dedicated CFO and team who become deeply familiar with your business, so you always have experts you can trust.
Can we meet in person, virtually, or both?
Whatever works best for you—coffee at one of our offices, a Zoom call, a phone chat, or even meeting on site at your business.
Can you help me prepare for major life or business changes?
Yes — whether it’s selling a business, buying a home, or budgeting for a big event, we help you map out the financial side so you’re ready.
How do you keep my information private and secure?
Protecting your information is one of our top priorities. We use encrypted systems, secure client portals, and strict internal protocols to ensure your data is always safe. You can trust that confidentiality and security are built into every step of our process.
Can your team handle my personal taxes or do you only provide business tax return preparation?
We handle both! In addition to business tax preparation, we also provide individual tax return services for the business owners we work with. That way, your personal and business taxes are coordinated seamlessly in one place.
Do I need to have bookkeeping already in place?
Not at all! If you already have bookkeeping in place, we’re happy to work with your current system. If not, we also offer bookkeeping services that can be bundled with your base services—so all your financial needs are handled seamlessly together.
Do you still have a question?