Question 1

Yes. That's what the Foundation Review is for. If cleanup is needed, you'll get a firm quote from the findings before anything begins.

Accepted Answer

Yes. That's what the Foundation Review is for. If cleanup is needed, you'll get a firm quote from the findings before anything begins.

Question 2

No. Your tax preparer files; Brian makes sure there's a plan behind what gets filed, and no surprises in April.

Accepted Answer

No. Your tax preparer files; Brian makes sure there's a plan behind what gets filed, and no surprises in April.

Question 3

That works. Brian verifies the monthly financials and the partnership runs on top of them.

Accepted Answer

That works. Brian verifies the monthly financials and the partnership runs on top of them.

Question 4

Month to month after an initial onboarding quarter.

Accepted Answer

Month to month after an initial onboarding quarter.

Question 5

Opening this fall by waitlist. See below.

Accepted Answer

Opening this fall by waitlist. See below.

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