Frequently Asked Questions
Answers To Commonly Questions
What services are included in my subscription?
We offer Custom made solutions, hence subscriptions may vary. However,they all include the following services: Bookkeeping, reconciliation, P&L and Balance monthly reports, analysis, and Monthly meetings with our Financial team.
Can I cancel my subscription at any time?
Yes, you can cancel at any time.
What makes your subscription service unique compared to other tools?
There is a wide array of options in the market but none of them is as complete and as specialized as ours. We were founded by marketers and for marketers, no one else can match our background therefore is hard for them to offer the insights we provide.
How secure is our financial data with your service?
We value your privacy, which is why the data you provide to us is only used for the purpose of generating the reports you will receive. We do not sell or share your information with anbody else.
What type of customer support do you offer for technical or service issues?
All subscriptions get at least one monthly meeting with our team to discuss startegic plans. For operational or technical questions, our support team is available during our office hours: M-F, 8 am to 5 pm MST.
Is there flexibility in the subscription plans you offer?
Our plans are design to fit your needs, you can choose what you would like to receive and when.