Frequently asked questions
Yes. Bank accounts, software access, and accounting files stay in the practice's name. Management access is granted so the work can be done.
Bank accounts, software access, and accounting files stay in the practice's name. Management access is granted so the work can be done.
From first conversation to a running cycle
It begins with your current setup. We look at who does the books today, where the records live, and whose name is on the bank accounts and the accounting software. The starting point is confirming that all of it is in the practice's name.
We look at who does the books today, where the records live, and whose name is on the bank accounts and the accounting software. The starting point is confirming that all of it is in the practice's name.
Next, the practice grants management access. Access goes to the bank relationships and accounting software the practice already holds. Ownership does not move, and nothing is transferred into a system the provider controls.
Access goes to the bank relationships and accounting software the practice already holds. Ownership does not move, and nothing is transferred into a system the provider controls.
Then the cycle runs: record, report, improve. Transactions are categorized and reconciled with AI assistance inside your accounts. Owner-ready views tied to practice performance are produced from that record. Patterns in overhead, vendor spend, and cash flow are flagged early, while there is still time to act, and the decisions about them stay with you.
Transactions are categorized and reconciled with AI assistance inside your accounts. Owner-ready views tied to practice performance are produced from that record. Patterns in overhead, vendor spend, and cash flow are flagged early, while there is still time to act, and the decisions about them stay with you.
The cycle repeats on the same accounts, so the history builds up in the practice's name. You can open your books at any point, and if you ever end the relationship, you remove the access and the records stay complete and in place.
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