Let’s design a proactive finance plan around the way you work.
Share a few details and we’ll match you with a specialist pod. We typically respond within one business day with next steps and a tailored agenda for your strategy session.
Response time
Under 24 hours
Dedicated coordinators route your request to the right finance pod.
What happens after you reach out?
We compress what used to be weeks of back-and-forth into three clear steps so you can make a confident decision fast.
Discovery
We align on your goals, current systems, and timeline in a 30-minute call with a lead strategist.
Blueprint
Within 48 hours we deliver a tailored scope, cost, and rollout plan across taxes, payroll, and books.
Activation
We assemble your dedicated pod, connect tools, and begin onboarding within the first week.
Need something else?
Existing client support
Already working with us? Jump into your client workspace or message us in the shared Slack channel for the fastest response.
Support coverage: 7 days a week · 8am–8pm PT