Getting Started
How do I know which services I need?
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How long does it typically take to get started?
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Do you work with businesses outside Arizona?
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What’s included in the free consultation?
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Business Setup & Consulting
How long does business setup typically take?
Most setups are completed within 2-4 weeks, depending on complexity. I’ll provide a clear timeline after our initial consultation.
Can you work with my existing bookkeeper?
Absolutely! I often set up systems and then train existing team members or bookkeepers to maintain them properly.
What if I’m not sure which software is right for my business?
This is one of the most important decisions you’ll make, and I’ve seen the consequences of getting it wrong. Many businesses start with QuickBooks and eventually need to migrate to more sophisticated platforms like NetSuite or Intacct as they grow—which can be expensive and time-consuming. The most successful startups I’ve worked with chose enterprise-level software like NetSuite from the beginning, avoiding costly transitions later. I’ll assess your business model, growth plans, and complexity needs to help you choose the platform that supports your long-term vision, not just your current size.
Do you provide training on the new system?
Yes, comprehensive training is included in all setup projects. I want you confident and capable with your new financial infrastructure.
Ongoing Services
How often will we meet/communicate?
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What reports will I receive?
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Can you handle payroll?
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How do you handle month-end/year-end?
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Pricing & Billing
How do you price your services?
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Do you offer package deals?
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When do I pay – monthly, quarterly?
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What’s not included in the standard packages?
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Working Together
How quickly do you respond to questions?
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What if I need help outside business hours?
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How do we share documents securely?
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Can we meet virtually?
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