Every client is unique in that they have a different number of synced accounts, Apps, integrations, financial reporting, board requirements, or bank covenants (formal agreements or requirements with a bank), etc.

Generally speaking, the time needed to inspect and optimize your QBOnline file is heavier as we interview you, the business owners, and staff to figure out what ML and AI can be implemented to reduce your accounting workload, improve GAAP compliance, architect business intelligence (BI), or organize for tax preparations.

In alphabetical order ;): Accounting and Finance, Arts, Automotive, Construction, Consulting, Design & Decor, Engineering, Entertainment, Fabrication, Food Services, Landscaping, Manufacturing, Marketing, Music, Personal/Professional Coaching, Property Management, Putt Putt Golf (serious!), Racing, Real Estate, Restaurant, Retail, RideShare, Sports and Athletics, Vacation Rentals.

Sincerely, we only accept new clients after a few conversations to make sure that we are a good fit for the business. We are experienced at managing finances in the $2-150M/year range. We will only take on clients through October so that we have time to get all of the tax preparations done before January 1st. We are not fans of last minute work.

As often as the business requires. Some dashboards are constantly refreshed throughout the day for specific workstations. Most business review reporting is either weekly or monthly.