man holding his chin facing laptop computer
man holding his chin facing laptop computer

Frequently Asked Questions

Who do you work with?
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We work with startups, creatives— founders, agencies, and builders at all stages of growth. Whether you’re just getting started or already scaling, we meet you where you are and grow alongside you.

What services do you provide?
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We offer monthly accounting support that typically includes bookkeeping, payroll, sales tax, and CFO-level guidance. Our role is to bring structure, clarity, and financial confidence to your business—without overwhelming you.

Do I need to be set up a certain way before working with you?
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No. You don’t need to have everything figured out. Part of our work is helping you create order from wherever you’re starting—new business, messy books, or something in between.

How does onboarding work?
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Onboarding is a core part of our process and one of our highlights. We begin with a discovery phase to understand your business, your goals, and what support you actually need. From there, we design a clear, thoughtful monthly engagement so expectations are aligned from the start.

Do you handle payroll and sales tax?
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Yes. Payroll and sales tax support are included as part of our monthly services, depending on your needs and setup.

Do you file taxes?
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Tax filing is handled by our trusted local California CPA partners. We manage the collaboration behind the scenes, ensuring everything is aligned and prepared so you can move through tax season with clarity and confidence..

What does “CFO services” mean in practice?
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It means having a financial thought partner. We help you understand your numbers, plan ahead, make informed decisions, and avoid common financial pitfalls. Think clarity, not complexity.

How do we communicate once we’re working together?
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We offer communication via Slack, email, and scheduled calls. You’ll always know how to reach us, and we aim to respond within 24 hours on business days.

Do you work with international clients?
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Yes. We work with clients internationally and are comfortable supporting businesses operating across borders, in collaboration with the appropriate local professionals when needed.

How do I get started?
icon

It starts with a conversation. We’ll learn about your business, talk through your needs, and guide you through what working together would look like.

Who do you work with?
icon

We work with startups, creatives— founders, agencies, and builders at all stages of growth. Whether you’re just getting started or already scaling, we meet you where you are and grow alongside you.

What services do you provide?
icon

We offer monthly accounting support that typically includes bookkeeping, payroll, sales tax, and CFO-level guidance. Our role is to bring structure, clarity, and financial confidence to your business—without overwhelming you.

Do I need to be set up a certain way before working with you?
icon

No. You don’t need to have everything figured out. Part of our work is helping you create order from wherever you’re starting—new business, messy books, or something in between.

How does onboarding work?
icon

Onboarding is a core part of our process and one of our highlights. We begin with a discovery phase to understand your business, your goals, and what support you actually need. From there, we design a clear, thoughtful monthly engagement so expectations are aligned from the start.

Do you handle payroll and sales tax?
icon

Yes. Payroll and sales tax support are included as part of our monthly services, depending on your needs and setup.

Do you file taxes?
icon

Tax filing is handled by our trusted local California CPA partners. We manage the collaboration behind the scenes, ensuring everything is aligned and prepared so you can move through tax season with clarity and confidence..

What does “CFO services” mean in practice?
icon

It means having a financial thought partner. We help you understand your numbers, plan ahead, make informed decisions, and avoid common financial pitfalls. Think clarity, not complexity.

How do we communicate once we’re working together?
icon

We offer communication via Slack, email, and scheduled calls. You’ll always know how to reach us, and we aim to respond within 24 hours on business days.

Do you work with international clients?
icon

Yes. We work with clients internationally and are comfortable supporting businesses operating across borders, in collaboration with the appropriate local professionals when needed.

How do I get started?
icon

It starts with a conversation. We’ll learn about your business, talk through your needs, and guide you through what working together would look like.

Who do you work with?
icon

We work with startups, creatives— founders, agencies, and builders at all stages of growth. Whether you’re just getting started or already scaling, we meet you where you are and grow alongside you.

What services do you provide?
icon

We offer monthly accounting support that typically includes bookkeeping, payroll, sales tax, and CFO-level guidance. Our role is to bring structure, clarity, and financial confidence to your business—without overwhelming you.

Do I need to be set up a certain way before working with you?
icon

No. You don’t need to have everything figured out. Part of our work is helping you create order from wherever you’re starting—new business, messy books, or something in between.

How does onboarding work?
icon

Onboarding is a core part of our process and one of our highlights. We begin with a discovery phase to understand your business, your goals, and what support you actually need. From there, we design a clear, thoughtful monthly engagement so expectations are aligned from the start.

Do you handle payroll and sales tax?
icon

Yes. Payroll and sales tax support are included as part of our monthly services, depending on your needs and setup.

Do you file taxes?
icon

Tax filing is handled by our trusted local California CPA partners. We manage the collaboration behind the scenes, ensuring everything is aligned and prepared so you can move through tax season with clarity and confidence..

What does “CFO services” mean in practice?
icon

It means having a financial thought partner. We help you understand your numbers, plan ahead, make informed decisions, and avoid common financial pitfalls. Think clarity, not complexity.

How do we communicate once we’re working together?
icon

We offer communication via Slack, email, and scheduled calls. You’ll always know how to reach us, and we aim to respond within 24 hours on business days.

Do you work with international clients?
icon

Yes. We work with clients internationally and are comfortable supporting businesses operating across borders, in collaboration with the appropriate local professionals when needed.

How do I get started?
icon

It starts with a conversation. We’ll learn about your business, talk through your needs, and guide you through what working together would look like.

Our office

353 Sacramento Street Suite 1900

San Francisco CA 94111

Let's chat

©2026. All rights reserved.

Our office

353 Sacramento Street Suite 1900

San Francisco CA 94111

Let's chat

©2026. All rights reserved.

Our office

353 Sacramento Street Suite 1900

San Francisco CA 94111

Let's chat

©2026. All rights reserved.

Our office

353 Sacramento Street Suite 1900

San Francisco CA 94111

Let's chat

©2026. All rights reserved.