Frequently Asked Questions
Clear Answers to Help You Move Forward with Confidence
General Questions
Streamline is a collaborative team of 30 skilled team members, working together to help businesses grow. Since 2003, Streamline has helped over 200 companies gain financial clarity.
We’re not just accountants; we’re strategic partners. Our expertise extends beyond bookkeeping to include advanced financial forecasting, personalized strategic advice, and bank negotiation services, ensuring your finances align with your business goals.
Rock-Solid Financials means you have complete confidence in the accuracy of your financials. You’re not just satisfied with your statements – you’re delighted. You know your financials are timely and accurate.
We offer a comprehensive suite of accounting and strategic financial consulting services, including:
- Monthly bookkeeping: Accurate categorization, reconciliation, and reporting.
- Financial forecasting and planning: Helping you anticipate and plan for future opportunities and challenges.
- Bank negotiations: Assisting with loans, lines of credit, and financial arrangements.
- Strategic business advising: Offering actionable insights and customized strategies to meet your business goals.
We focus on serving growth-oriented businesses in a variety of industries, including restaurants, real estate, healthcare, not-for-profits, construction, and more. Our team is experienced in adapting to the specific needs of your industry.
Yes, we assist with processing payroll, and we have a payroll advisory team that can help with employee onboarding, vendor selection, and HR support.
We focus solely on expert bookkeeping and do not do tax work. Even though we do not prepare your taxes, we work closely with your tax preparer or CPA to ensure your records are accurate and organized for tax filing.
Yes, you retain ownership of your financial software files, even if we establish access through our cloudbased systems. You’ll have real-time visibility into your financial performance whenever you need it.
Yes. You will work directly with a seasoned business consultant and an experienced accountant who understands your business and financial goals.
Pricing
Pricing varies depending on the complexity of your business and the services you require. We offer tailored pricing to meet your needs, and we’re happy to provide a free consultation to assess your requirements. Our typical engagements start at $1,200 per month.
We offer fixed monthly pricing, and we’ll work with you to find the pricing structure that best fits your business.
Once we establish scope and pricing, the cost is fixed monthly. Any changes will be discussed and agreed upon. Special projects outside of the established scope will be priced individually.
Technology and Integration
We work with various popular accounting software tools, including QuickBooks Online and Desktop, Sage Intacct, Yearli, Concur, and almost all payroll vendors.
Yes, we can assist in migrating your financial data from other software to ensure everything is organized and accurate in the new system.
Absolutely. We prioritize data security and use industry-standard encryption and security protocols to protect your sensitive financial information.
Onboarding and Support
Getting started is simple! Reach out to us for an initial consultation, where we’ll discuss your business needs and develop a custom plan to get your finances in order.
We’ll need access to your financial records, bank statements, credit card statements, payroll information, and any existing bookkeeping or accounting documents you have. Our team will guide you through the onboarding process.
We offer multiple communication channels, including email, phone, and virtual meetings. We’ll ensure you have regular updates and easy access to support whenever needed.
We work hand-in-hand with your team to make sure communication and processes are in place for a successful partnership.
Long-Term Relationship
By providing rock solid financials and trusted advisory services, we help you make data-driven decisions that can improve profitability, streamline operations, and drive long-term growth.
Yes, we provide customized financial reports on a schedule that fits your needs to give you a clear view of your financial health.
Our team will work with you to establish key financial metrics, review your performance regularly, and provide recommendations to keep your business on track for success.
Clients typically see:
- Improved financial clarity and cash flow management.
- Optimized strategies for growth and scaling.
- Stronger negotiation positions with banks and financial institutions.
- More time to focus on running their businesses while leaving the numbers to us.
While the timeline depends on the complexity of your business, most clients notice improvements in financial clarity and strategy within the first 60 days.
You Deserve to Understand Your Financials
As your strategic growth partner, we deliver more than traditional accounting services. Our comprehensive solutions are designed to help you win in competitive markets.
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