We're happy to respond to requests for additional details, to arrange a meeting or to help guide you through a more customized proposal based on your unique situation.
If you have any questions that are not listed here, get in touch and we'll be pleased to address your inquiry.
We're a fast-growing team of five experienced and capable team members.
It really depends on what you need and where your organization / personal situation is at in terms of complexity/size. Consultations are free and help us cater a super customized (fixed fee) quote based on your unique situation.
We are a highly experienced and credentialed team, with PFP, CPA, MBA and CFA credentials among many others. These credentials relate to broad areas of business and finance such areas as personal financial planning, accounting, general business advisory and investment management. As with almost everything, it is important to inquire into the specific needs of each client in order to determine whether we have the credentials and experience on our team to meet the need in question. Although some credentials are quite broad and global in scope (e.g. CFA) others are generally specific to practice within certain regions or countries (CPA, PFP). A clear understanding of client needs can help us ensure you are matched up with team members or external advisors that may be appropriate.
Absolutely. Shoot us an email and we'll arrange a meeting to discuss your needs and a custom quote.
It depends on the engagement! For a business plan or financial modelling engagement, we typically require at least a month turnaround time. For bookkeeping and CFO engagements with complex chart of accounts setups, cleanups and intensive technology needs, it can be several months of work before we are in a position to start dealing with current-month bookkeeping. Personal financial plans and investment portfolio strategies also tend to take several weeks to a month to start progressing beyond fact-finding and into the plan drafting stage. A common bottleneck is receiving all the documents and completing all the meetings we need for due diligence...the faster this happens, the faster we can turnaround work for clients.
We stand by the quality of our work across all engagement types. As is typical for areas such as bookkeeping, we are covered by errors and omissions insurance. Our client engagements are written with lots of language specifically inviting clients to seek us out if there are ever any issues or items that need correcting. With our onboarding we do our utmost to set expectations clearly and concisely, allowing us to deliver high quality work according to well-established guidelines. That said, we are also human and make mistakes. In situations where mistakes or errors occur, we look for ways to make it right for the client. Research suggests that strong, customer-service centric responses to errors and mistakes can often result in higher loyalty than if no mistakes had ever occurred in the first place.