Frequently Asked Questions

During the initial consultation, we will discuss your business or personal financial needs and determine how we can best assist you. If you have existing financials, we will be able to provide a summary of findings and recommendations for your specific situation.

To ensure the best use of your session, you will want to download your bank, credit card and loan statements ahead of time so we are able to pull them up as needed. Create a list of questions and/or action items you hope to accomplish so we make sure not to miss anything. 

The majority of Accounting Troubleshoot Callers have more than one issue and we make every effort to address as many we cam during the 1 hour session. 

Yes, time blocks are prepaid time. They can be used for calls, sessions, training videos  and/or offline work requests. 

All work is on billable time. We bill increments of 15 min. Any unused time remains on your account for future requests.

No, we work with clients on many platforms. We encourage (and prefer) for interior designers to use Studio but take troubleshoot and annual clients on other platforms, as well. 

At this time we don't have a flat fee package for Interior Designers. During our initial call, we can assess your specific needs to determine the best package. 

Yes, we are. We currently have a QB package but our interior design firms prefer to pay for time blocks. It's a pay-as-you-go approach to handling your business. We handle the back office and accounting while you focus on you growing your business. 

Yes, we have a mentorship package or you can purchase a time block and book time when and as you need it. We also offer onsite training with one or more trainers. 

Yes, we have a mentorship package or you can purchase a time block and book time when and as you need it.