Frequently Asked Questions

We price by package level based on scope and complexity. Packages are billed monthly with the payment due on the first of the month for that month's services.

We accept ACH and major credit cards. ACH is preferred for simplicity.

Yes. You can move between Foundation, Momentum, and Catalyst as your needs change.

Most clients complete onboarding in 2–4 weeks depending on system access and cleanup needed.

Read-only access to banks and payroll, accounting system credentials, recent statements, and any prior financials or tax filings.

Yes. We scope cleanup separately, then fold you into a steady monthly rhythm once accurate.

Foundation covers core bookkeeping and financials. Momentum adds tax compliance and KPI reporting. Catalyst includes strategic planning, analysis, and deeper advisory.

If you want clean, reliable numbers, start with Foundation. If you also want tax handled and KPI insights, Momentum is best. For premium, strategic guidance and advisory services, choose Catalyst.

Momentum and Catalyst packages include tax compliance services, such as tax return preparation and filing for your business, subject to certain limitations. Base package includes federal tax returns and one state return. Additional states are available for an additional fee. Catalyst also includes strategic tax planning and consultation on unique tax situations. Common tax planning includes things such as quarterly tax estimates, advisement on tax treatment of capital expenditures, and more. Note that in certain unique cases, Catalyst may enlist the expertise of a third-party tax professional to assist with your unique tax needs. You will always be notified of any third-party tax professional involvement and will be given the opportunity to approve or decline.