Absolutely. We specialize in solving complex accounting, financial systems, and operational challenges. From cleaning up inaccurate financial records and implementing accrual accounting to integrating disconnected systems and optimizing financial processes, we bring the expertise needed to build reliable, scalable financial operations tailored to your business.

We combine trained accounting professionals, standardized procedures, financial controls, and modern technology to deliver reliable results month after month. Through thorough reconciliations, structured month-end close procedures, and ongoing oversight, we maintain the accuracy and integrity of your financial data while continuously improving efficiency.

We primarily serve online entrepreneurs, coaching and digital education companies, SaaS businesses, e-commerce brands, real estate companies, and professional service providers. Our expertise is particularly valuable for businesses with complex revenue streams, multiple payment processors, or disconnected financial systems.

Timelines depend on the complexity of your accounting, financial systems, and existing processes. While ongoing accounting services can begin following onboarding, larger projects such as financial cleanups, system integrations, and process optimization may require additional time. We prioritize high-impact improvements early while building sustainable, long-term solutions.

Our onboarding process occurs in three phases to ensure success - Quick Setup, Building the Foundation, and then Establishing a Rhythm. First, we will get up and running with your systems in one to two weeks. Then, we’ll perform a review of your existing accounting set up, practices and operations, and work toward improving those processes and fine-tuning accuracy. Thereafter, we will lean into a rhythm of meetings and financial updates that works best for your needs and our partnership.

We conduct our accounting & advisory services in a 100% virtually remote environment, utilizing communication channels such as email, phone, Slack, and Zoom video conferences to engage with clients.

Our cloud accounting solution utilizes 3rd party cloud-based financial software. Firstly, the client must agree to use either QuickBooks Online, Xero or Sage Intacct as their main accounting system. The client must assign BBB as an administrative user to their accounting system. Our tech stack generally includes Ramp for Accounts Payable & Credit Card Expense Management, Gusto for Payroll, and Ramp or Maxio for Accounts Receivable management.

Both platforms are amazing, but the choice is yours. Both systems have similar formats and offer integrations with many other software platforms. As you scale, more advanced software may be needed, but generally QBO and Xero both can take your business pretty far.

Though US-based, we pride ourselves on being a fully-remote firm and foster work-life balance for our team! Moreover, our ability to hire team members globally is a key factor in attracting top accounting professionals.

Yes. Our monthly accounting services engagements and CFO services require a 30-day notice for cancellation.

We prioritize the security of your personal information, implementing measures to restrict access from unauthorized users. All BBB team members use VPN coverage daily to protect their data and work. Client usernames and passwords are safeguarded through our encrypted 1Password vault. Any data and reports delivered to clients as links or file attachments via email are encrypted with password protection. Additionally, we use HubDoc to securely receive essential statements and other sensitive documents for our work.

Most of our clients need a little bit of cleanup when they first join BBB, especially if books have been neglected. If that is the case, we will communicate with you about the estimated time for recommended cleanup. It is billed at an hourly rate.

The goal is for you to SCALE your business, even if you are just starting out. Our packages and services are set-up to be able to scale with you. It doesn't matter if you need extra support in 6 months or 3 years. We're ready when you are.

Our services are structured so that they can build on top of one another and seamlessly work together. If you desire CFO or Advisor services in addition to normal monthly accounting services, these are designed to be easily adjoined. In order for Advisory and CFO Services to be effective and informative, real-time data is NECESSARY. As such, our Advisor & CFO packages can only be added onto Premium Bookkeeping elections.