Real humans — perfect books.
 
 

We have answers.

Transparency is crucial in both bookkeeping and partnerships. If anything is missing here, please send us a note and we will happily get you the answers you need.


Topic:

 

How is pricing determined?

We understand every business is unique and therefore determine pricing on a client by client basis. Please fill out the contact form and we will reach out to discuss pricing.


Will you work with me if my company is pre-revenue?

Absolutely. It’s never too early to get your records in order and we firmly believe this is the best time to bring us on board. Our experience will help you work through many of the challenges startups face, and help you avoid costly mistakes.


Can my pricing change?

Our goal is to be there for companies as they grow and evolve. Naturally, as businesses become more complex and time consuming prices may increase for our services. However, with us there is full transparency, and all pricing changes are contracted and discussed prior to implementation.


What is the billing frequency?

We invoice each month for our services; there is no annual up-front commitment.


What is included in the monthly fee?

The monthly fee covers all services provided by Finative. The cost for any subscriptions (Quickbooks, Shopify, etc.) as well as any ad-hoc work with third-party vendors is billed incrementally. We will be fully transparent regarding incremental costs and not sign up for anything without approval from the client.


Can I cancel at any time?

Yes, we will not lock you into anything. When we receive the cancellation notice, we will provide you with financials through the end of the cancellation month.


What types of companies does Finative serve?

We work with companies of all sizes and industries. While we do specialize in start-ups and earlier stage companies, don’t hesitate to reach out to us and together we can determine if Finative is the right fit for your business.


 

Accounting


What if I don’t use Quickbooks Online as my accounting platform?

We’ll assist in transitioning from your accounting platform to Quickbooks online. By having all of our clients on a single platform we’re able to remain efficient and keep costs low.


What if my books are “messy”?

We love a challenge, and are happy to perform catchup accounting services in order to make sure your historical, and go forward, reporting is up-to-date and accurate.


Once I sign up for Finative’s services; what does onboarding entail?

Depending on the need for transitioning of legacy systems or catch-up accounting, our onboarding can be completed within a few days. We’ll set up your systems, integrate your banking, and provide you with any logins you may need.


Can I connect my bank accounts to Finative?

Most banks connect with Finative’s partners. If not, we’ll work with you to transition to a preferred bank.

 

Everything Else


Will Finative do my taxes?

While we might love accounting, even we don’t love taxes. But we’re happy to work with your tax preparers (or suggest a tax preparer) to make sure you’re compliant and filing everything on time. Rest easy knowing that all of our services include tax prep assistance. Note, though we’ll assist in federal and state tax returns, we do not provide sales tax services.


What other services does Finative provide?

Our services page list the most common areas that clients want within each category. If you don’t see a particular service you are looking for, please contact us and we’ll be happy to discuss further.


What if I have a question that isn’t listed on the FAQ page?

Please contact us with any questions and we will get back to you. We are here for you every step of the way; including discovery and deciding if Finative is the right fit for your company.


 
 
 
 
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