Question 1

What does automation-first support cover?

Accepted Answer

The homepage describes support for repetitive work with Google Workspace, spreadsheet templates, and workflow automations tested in your environment. Process improvement can map the current workflow, clear bottlenecks, and build repeatable operations.

Question 2

Who are the published packages for?

Accepted Answer

The pricing page is for solo bookkeepers and small operators who need a clearer workflow, reliable handoffs, and senior decision support. The homepage also lists small ops teams among the service fits.

Question 3

What is included in the Workflow Diagnostic + Automation Starter Kit?

Accepted Answer

It is a $4,500 monthly retainer for solo bookkeepers and small ops teams needing a focused first workflow improvement. Its published scope includes a senior-led 90-minute Workflow Diagnostic in Month 1, one starter automation delivered by the senior, and a Loom walkthrough handoff.

Question 4

What are the other published monthly packages?

Accepted Answer

The Books + Pipeline Integration Sprint is $7,500 per month and includes bank-feed, Stripe, and invoicing tool wiring, one end-to-end reconciliation flow, a lead-to-cash pipeline, and a fixed-scope monthly cadence. The Fractional CFO Foundation Package is $12,000 per month and includes monthly close automation, a KPI dashboard, a senior-led monthly review, and handoff documentation.

Question 5

How is Ad Hoc Automations priced?

Accepted Answer

Ad Hoc Automations is quote-only and handled separately from the published monthly retainers. The pricing page says a written scope is confirmed before additional work begins.

Question 6

Are ongoing bookkeeping and tax filing included?

Accepted Answer

The pricing page states that ongoing bookkeeping and tax filing are outside the published packages unless expressly included in a written scope.

Question 7

What should I explore next?

Accepted Answer

The homepage invites you to request a free 15–20 minute exploratory conversation to understand your business and assess fit. There is no obligation, and submitting the intake does not book a call. The pricing page describes the diagnostic-led starter as the entry point and says fit, written scope, and cadence are agreed before work begins.

Question 8

Is the Bookkeeper diagnostic a separate service, and what is its rate?

Accepted Answer

The Bookkeeper diagnostic is a separate 90-minute review. No standalone diagnostic rate is published. Use the link below to open the Bookkeeper diagnostic request form at step 1.