What software do you use?
QuickBooks Online. If you’re on something else, we can help you migrate
How quickly can you get started?
Most clients are onboarded within 1–2 weeks. If your books need catch-up work, we’ll scope that on the intro call.
What's the difference between Essentials and Clarity?
Essentials gives you clean, reliable bookkeeping and monthly reporting — your books, handled. Clarity adds KPI dashboards, direct CFO access, priority support, and Kigi (our 24/7 AI finance assistant) — so you’re not just tracking your numbers, you’re understanding them. Most clients choose Clarity.
Do I need to sign a long-term contract?
No. We offer month-to-month and longer commitments. We’ll discuss what makes sense on the intro call.
Do you do taxes?
No. We focus on bookkeeping and financial visibility — keeping your books clean, current, and decision-ready. For taxes, we hand off a clean year-end package to your accountant or CPA.
How quickly can you get started?
Most clients are onboarded within 2-3 weeks.
What software do you use?
QuickBooks Online and Xero primarily.
What if my books are messy?
We offer catch-up services to get your books up to date.
Do you work specifically with Amazon sellers?
Yes. Our services are designed for Amazon businesses and account for the unique structure of payouts, fees, and inventory.
Can you handle Amazon FBA accounting?
Yes. Our Amazon FBA accounting approach ensures that fulfillment fees, storage costs, and other adjustments are recorded accurately.
Do you provide CFO-level services?
We provide light financial guidance, similar to Amazon CFO services, focused on visibility and decision support. We do not act as a full-time CFO.
What if my books are not accurate
We review your current setup during onboarding and handle any required cleanup before transitioning to ongoing support.
How involved are you each month
We manage your bookkeeping, provide reporting, and offer financial oversight consistently. Our involvement is structured to provide clarity without unnecessary complexity.
How is this different from hiring a full-time CFO?
A full-time CFO typically takes on a broad leadership role within the business. Our service is more focused. We provide bookkeeping, financial visibility, and ongoing guidance without taking on full executive responsibility.
Do you create financial models or investor materials
No. We focus on ongoing financial clarity and decision support. If you need investor-ready materials or complex modeling, a dedicated CFO or finance team would be more appropriate.
What software do you use?
We primarily work with QuickBooks Online and build clear reporting structures that sit on top of your accounting system.
What if my books are not in good shape
We review your current setup during onboarding and handle any necessary cleanup before moving into ongoing support.
How involved are you on a monthly basis?
We stay consistently involved through bookkeeping, reporting, and financial oversight. Our involvement is structured so that you receive reliable support without unnecessary complexity.
Do you work specifically with ecommerce businesses
Yes. Our services are designed for ecommerce companies and take into account the unique challenges of platforms, payouts, and multi-channel sales.
Can you handle Shopify bookkeeping?
Yes. Our Shopify bookkeeping approach ensures that payouts, fees, and transactions are recorded accurately and reconciled properly.
Do you provide CFO-level support?
We provide light ecommerce cfo services focused on visibility and guidance. We do not operate as a full-time CFO or provide highly customized financial deliverables.
What if my books are messy
We review your current setup during onboarding and handle any required cleanup before transitioning to ongoing support.
How involved are you each month
We manage your bookkeeping, provide reporting, and offer financial oversight consistently. Our involvement is structured to provide clarity without unnecessary complexity.