FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
For all customers coming from Thumbtack, we are exclusively offering the first 30 days at no additional cost for all annual package subscriptions that include bookkeeping, tax accounting, payment processing solutions, as well as our web, iOS, and Android Financial Management Platform powered by Nyra - the world's first AI Accountant. In addition, our certified CPA will work with you 1-1 to ensure you are compliant.
- What is your typical process for working with a new customer?
Our process begins with a comprehensive onboarding session where you are assigned a dedicated QuickBooks certified accountant. We start with a free audit to assess your current situation. Services included in our packages: - Dedicated Accountant CPA - Free Onboarding - Daily Bookkeeping (Accrual and Cash Basis) - Chart of Accounts setup and management - Comprehensive Tax Accounting included in every package - Access to the Otterz Financial Management Platform (available on Desktop, Android & iOS) - Full access to Nyra, the world's first AI Accountant - Payment Processing solutions with very competitive rates - Payment-ready POS Discounts Additional Features: - Catch-up bookkeeping to bring your records up to date - Monthly financial statements - Key metric tracking relevant to your industry - Dedicated support for accounts payable, invoicing, and payroll management (available in higher-tier packages) - Fundraising and audit support We provide personalized financial solutions tailored to your specific business needs, ensuring you have the tools and insights necessary for informed decision-making and sustained growth.
- What education and/or training do you have that relates to your work?
Our team consists of QuickBooks certified accountants, each holding advanced degrees in accounting. Additionally, our experts undergo continuous training to stay updated with the latest financial regulations and technological advancements, to provide the best possible service.