Question 1

What must be provided during onboarding?

Accepted Answer

Access to accounting, banking, payroll, and any billing systems in use, plus existing formation and tax records and a single point of contact for early scope questions.

Question 2

How long does onboarding usually take?

Accepted Answer

Live recurring work typically begins within two to three weeks of complete access, faster when historical records are already reviewed.

Question 3

When will my books be closed each month?

Accepted Answer

Standard books close by the 15th business day of the following month, and by the 10th business day for Managed Accounting engagements. Exceptions are surfaced early rather than absorbed silently into the close.

Question 4

What prevents a monthly close from being released?

Accepted Answer

Unreconciled balances, unresolved exceptions, missing source records, or an outstanding decision the business owns. Each open item is shown with an owner and a required action.

Question 5

Where are open requests shown?

Accepted Answer

Every request lives in the dashboard with a status, an owner, and a required next action. Nothing waits in email.

Question 6

Who owns an unanswered question?

Accepted Answer

Ownership sits with a named person on Institution or a specific party at the client until the required action is complete. Ownership transfers are recorded events.

Question 7

How is the reporting pack delivered?

Accepted Answer

Reviewed statements, a one-page management summary, and any operational views agreed at onboarding arrive inside the dashboard on the cadence chosen at setup.

Question 8

Where do clients access completed records?

Accepted Answer

Reviewed records, evidence, and prior reporting packs remain retrievable inside the dashboard for the retention period documented at onboarding.

Question 9

How is tax preparation coordinated?

Accepted Answer

Institution prepares tax evidence and hands off to a licensed tax professional. The professional executes filings and Institution records completion, notices, and archived evidence.

Question 10

How are official notices routed?

Accepted Answer

Notices route to a named owner with a required action, response path, and completion record. Time-sensitive notices are surfaced the same business day.

Question 11

How are prior-period errors handled?

Accepted Answer

The error is documented, the root cause identified, and the correction reviewed. Material adjustments are disclosed before they are booked and separated from live cadence.

Question 12

Who can view records?

Accepted Answer

Only the named team members staffed on the account. Onboarding and offboarding of team members are documented events.

Question 13

How are external professionals involved?

Accepted Answer

External professionals receive scoped, permission-based access to the specific records they need for the specific matter, and access is closed on completion.

Question 14

What happens when service coverage changes?

Accepted Answer

Scope changes are documented, priced where applicable, and reflected in responsibility and cadence. Nothing is quietly absorbed into recurring work.

Question 15

How are migration issues separated from live recurring work?

Accepted Answer

Historical cleanup runs as a scoped stream with its own timeline and open-item register, so live cadence remains predictable.

Question 16

How do I reach my team between closes?

Accepted Answer

Threaded conversations inside the dashboard route to the named owner on your account. Time-sensitive threads can be marked urgent and are prioritized within the business day.

The operational questions clients ask most.

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