[Frequently Asked Questions]

QuickBooks Online. If you’re on something else, we can help you migrate

Most clients are onboarded within 1–2 weeks. If your books need catch-up work, we’ll scope that on the intro call.

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.

No. We offer month-to-month and longer commitments. We’ll discuss what makes sense on the intro call.

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.

Most clients are onboarded within 2-3 weeks.

QuickBooks Online and Xero primarily.

We offer catch-up services to get your books up to date.

Yes. Our services are designed for Amazon businesses and account for the unique structure of payouts, fees, and inventory.

Yes. Our Amazon FBA accounting approach ensures that fulfillment fees, storage costs, and other adjustments are recorded accurately.

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.

We review your current setup during onboarding and handle any required cleanup before transitioning to ongoing support.

We manage your bookkeeping, provide reporting, and offer financial oversight consistently. Our involvement is structured to provide clarity without unnecessary complexity.

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.

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.

We primarily work with QuickBooks Online and build clear reporting structures that sit on top of your accounting system.

We review your current setup during onboarding and handle any necessary cleanup before moving into ongoing support.

We stay consistently involved through bookkeeping, reporting, and financial oversight. Our involvement is structured so that you receive reliable support without unnecessary complexity.

Yes. Our services are designed for ecommerce companies and take into account the unique challenges of platforms, payouts, and multi-channel sales.

Yes. Our Shopify bookkeeping approach ensures that payouts, fees, and transactions are recorded accurately and reconciled properly.

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.

We review your current setup during onboarding and handle any required cleanup before transitioning to ongoing support.

We manage your bookkeeping, provide reporting, and offer financial oversight consistently. Our involvement is structured to provide clarity without unnecessary complexity.