What types of businesses do you serve?

We specialize in small- to medium-sized professional service businesses such as medical clinics, veterinarians, dentists, and mental health organizations, providing tailored accounting and advisory services nationwide through our virtual-first model.

Are you a fully virtual firm or do you have a physical office?

We are 100% virtual, based in Coeur d’Alene, Idaho, and serve clients coast-to-coast using cloud-based workflows, video consultations, and a secure client portal – no in-person office visits required.

If preferred, we are also available to meet you at your offices within the Coeur d'Alene, Idaho, area.

What is the process to get started working with you?

Our four-step engagement process is:

1. Discovery call to learn about your business and goals

2. Customized proposal that lays out multiple service options for you to choose

3. Onboarding & setup, including secure data transfer, software integration, and any initial cleanup

4. Ongoing support with regular check-ins and 24/7 portal access

How can I schedule a consultation?

Click the “Connect with Us” button on any page of our website, complete the quick questionnaire, and then select your preferred time slot for a free discovery call using the interactive calendar at the end.

How do you structure your fees?

We offer transparent, fixed-fee pricing with no hidden charges. After your free discovery call, you’ll receive a customized flat-fee proposal based on your specific scope and needs.

How secure is my financial data?

We use a secure, encrypted client portal and industry-leading cloud platforms with encryption at rest and in transit, ensuring your sensitive financial information stays protected.

Do you handle tax planning and preparation?

Yes, we prepare federal, state (including Idaho), and local tax filings, offer year-round tax projections, and implement proactive strategies to minimize your tax liability and maximize savings.

What does your virtual CFO service include?

Our Virtual CFO and Cash Flow Management service provides strategic financial leadership, including budgeting, forecasting, KPI dashboards, scenario planning, and ongoing performance monitoring to help you navigate seasonality and scale confidently.