Frequently Asked
(and Answered) Questions

Yes, we love strategically partnering with businesses that want to keep their current team intact for various reasons. We can assess your situation, outline a project scope, and deliver efficiency and effectiveness gains.

Our team members have experience working with a number of cloud accounting systems, including Xero, Quickbooks, Netsuite, Wave, Freshbooks (and a couple others that we're embarrassed to mention). LUCA is a certified Xero advisor and Quickbooks Online ProAdvisor, and we generally implement one of those two systems for our clients.

Absolutely. With CPAs on our team, we are fully equipped to tackle whatever you throw at us, but we are always glad to make the work of other professionals easier to accomplish for our clients.

We partner with growing businesses on a fixed, monthly basis (like a subscription).
For more information, see our Pricing page!

Yes, we work with many companies that have their own accounting team. We work along side your team in a support capacity or a leadership capacity.

Of course. We can identify opportunities to make your current bookkeeper's time more productive by implementing better workflows and technologies.

We work with single entities and franchises in a number of different industries, with the most represented being ecommerce, SaaS, makers/artisans, service, restaurant, and retail.

We highly recommend having a one hour free consultation with our team before making a full-time bookkeeping hire. If your business is producing over $2,000,000 in annual revenue, you may very well need a full-time bookkeeper. However, our experience and insight can make this process much smoother for you and we can provide recommendations on what you can automate and what you should hire for.

Our HQ is in Birmingham, AL, but our team is spread across the state and and in other parts of the country. Everyone on our team is based in the United States and we do not outsource our team or utilize a team based outside the United States.

Yes. Every business owner needs 3 primary relationships before they get started - an accountant (financial and business advisor), a lawyer and a banker. We believe these relationships should come in that order as the accountant serving a business advisor is in a great position refer you to a lawyer or a banker (if needed). Avoid starting your business without having a financial advisor relationship - it will ultimately save you and your business time and money.

Yes. As a matter of fact, our Launch service is designed to do just that.