Question 1

What services do you offer?

Accepted Answer

We help small businesses build financial systems that actually work. That includes bookkeeping and monthly financials, CFO advisory and strategic planning, system implementation (QuickBooks, Shopify, process automation), and one-time cleanups or ongoing support. Whether you need someone to set things up right or a partner to keep things running smoothly, we've got you covered.

Question 2

Who do you work with?

Accepted Answer

Small businesses and founders who are ready to get serious about their operations. You don't need to be at $1M in revenue—you just need to be at the point where disorganized finances and missing systems are holding you back. If you're willing to partner with us (not just hand everything off), we're a great fit.

Question 3

What's your approach to working with clients?

Accepted Answer

We're systems-first. We don't just fix your books—we build infrastructure so you can make better decisions and stress less. That means documenting processes, automating what we can, and teaching you how things work so you're not dependent on us forever. Most of our clients meet with us regularly (weekly or monthly) to keep momentum going.

Question 4

What does working together typically look like?

Accepted Answer

First, we hop on a consultation call to understand what's working, what's not, and what you actually need. Then we dig into your systems, clean things up, and start building better processes. Some clients just need a solid setup; others keep us around for ongoing bookkeeping and CFO advisory. Either way, we move at your pace and make sure everything actually works for you long-term.

Question 5

How much do your services cost?

Accepted Answer

It depends on what you need. Simple bookkeeping for a straightforward business is different from a full financial cleanup plus ongoing CFO work. The best way to get pricing is to schedule a consultation so we can scope it out and give you an accurate quote. We keep pricing transparent—no surprises.

Question 6

What tools or software do you work with?

Accepted Answer

We're fluent in many systems such as QuickBooks (Online and Desktop), Shopify, bill pay platforms like Melio, and project management tools like ClickUp. We're also comfortable learning new systems if you're already using something else. If your current setup works, we'll help you optimize it. If not, we'll find something better.

Question 7

What's the best way to get started?

Accepted Answer

Book a free consultation using the "Let's Chat" link above. We'll talk through what's going on, figure out if we're a good fit, and map out next steps. At minimum, we'll need access to your accounting software and recent bank statements to assess what needs to happen. The faster you have that ready, the faster we can diagnose and start fixing things.

Question 8

How can I get in touch?

Accepted Answer

Click "Let's Chat: Schedule Now" to book a consultation, or use the email icon at the top of this page to reach out directly.

@orderlycompany

Orderly books. Orderly business. Work smarter, stress less.

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