Question 1

Who actually does the work — is it you, or some junior?

Accepted Answer

Stuart Wilson, ACMA CGMA, AICPA member. Every management pack, every reconciliation, every report is reviewed personally. AI handles volume work (categorization, matching, first-pass reports). The judgment is human. No offshore team, no junior associate.

Question 2

You're not a CPA. Should that worry me?

Accepted Answer

No. A CGMA (Chartered Global Management Accountant) is the international equivalent — recognized by AICPA. We handle management accounting, financial reporting, FP&A, and controller functions. For tax filing, we partner with your CPA and deliver them clean, GAAP-compliant financials.

Question 3

What exactly do I receive for $3,995 a month?

Accepted Answer

A complete monthly management accounts pack: P&L with budget vs. actual variance, balance sheet, 13-week cash flow forecast, KPI dashboard, AP/AR aging analysis, and plain-English controller commentary. Delivered by the 5th of every month. Plus unlimited email/Slack support.

Question 4

How fast can you start? I need help now.

Accepted Answer

Most clients are onboarded within 5-7 business days. We connect to your accounting software (QuickBooks, Xero, Sage, NetSuite), review your chart of accounts, and deliver a preliminary management pack within the first two weeks.

Question 5

My books are a complete mess. Is that a dealbreaker?

Accepted Answer

No. It's actually our specialty. About 60% of new clients come to us with books that are months behind. We offer a one-time cleanup engagement to get everything current, then transition to monthly management accounts.

Question 6

Do I have to switch from QuickBooks?

Accepted Answer

No. We work with QuickBooks Online, QuickBooks Desktop, Xero, Sage, NetSuite, and FreshBooks. We adapt to your stack, not the other way around.

Question 7

What if I'm not happy after the first month?

Accepted Answer

Walk away. No long-term contracts, no penalties. We operate on 30-day rolling agreements because we believe you should stay because we're exceptional, not because you're locked in.

Question 8

Will you talk to my CPA and bank, or do I have to manage that?

Accepted Answer

We handle it. We send your CPA clean trial balances and supporting schedules at year-end. We provide banks with covenant compliance packs and management accounts on their timeline. You don't need to be the middleman.

Question 9

What if you make a mistake on my books?

Accepted Answer

We carry professional indemnity insurance. Every deliverable goes through AI-assisted anomaly detection and then human review. But if something slips through, we fix it immediately at no extra cost — no excuses, no finger-pointing.

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