We want to meet you first so we can learn about your business challenges. You’ll get clear next steps and same-day pricing after the call.
02
Quotation
Is it worth booking a call? Worst case, you leave with valuable insights and a tailored quotation.
03
Onboarding
Once you know what to expect, what we’ll deliver, and when, we’ll onboard you so you can hand things off with confidence.
Typical Investment
These ranges represent typical monthly investments across our core service areas. After understanding your structure and goals, we’ll provide an exact quote and a plan built for your business.
*Final quotation and fees will depend on your discovery call.
Frequently Asked Questions
What does Firm Five actually do?
We are an expert team of CPAs who provide monthly bookkeeping and accounting. Our services are 100% custom to fit your business. Our team can handle one area of your monthly books, or lead your entire finance department as a Fractional Controller.
Is my company too big or small for Firm Five?
If your company’s annual revenues are between $2M and $50M, you are a strong fit for Firm Five.
I use software other than QBO and Xero, can I still work with Firm Five?
Unfortunately, we only work with QBO and Xero at this time, but we are happy to migrate you over to either of the two accounting softwares.
Does Firm Five do clean up / project work?
Yes we do. We love cleaning up bookkeeping messes.
Does Firm Five file my taxes?
We’ve partnered with tax professionals across the country to provide an all in one solution. The tax professionals we work closely with operate independently from Firm Five and you will be billed separately by them. They handle all the tax filings and advice, and Firm Five answers all their accounting related questions.
You are also welcome to use your own local accountant and we can work with them.
