Discovery call
30-minute books health check. Web conferencing details provided upon confirmation. Google Meet invite sent after booking.
Free books health check with a CPA
Thirty minutes to map your software, transaction volume, and which plan fits. Send a note instead and we typically reply within a day.
On the call30 minutes
- The software and bank feeds your books already run on
- Monthly transaction volume and where the time actually goes
- Whether cleanup is needed, and roughly what it would cost
- A flat monthly number for ongoing work
With a CPA, not a sales rep. Google Meet invite sent on booking.
Certifications and the software we work in
Certified and supervised
- QuickBooks ProAdvisor
- CPA supervised
- Ernst & Young alumni
- Google verified reviews
- Bank-grade security
Books, payroll and spend
- QuickBooks Online
- Xero
- Wave
- Gusto
- Rippling
- Bill.com
- Ramp
- Expensify
- Dext
Wave
Ramp
Property and commerce
- AppFolio
- Buildium
- Rent Manager
- Stripe
- Shopify
- Expensify
Rent Manager
Schedule your books health check
- 30 minutes
- Long enough to scope, short enough to fit in a normal week.
- Google Meet
- The invite lands in your inbox the moment you pick a slot.
- With a CPA
- You talk to the person who reviews the work, not a sales rep.
What we cover
- The software and bank feeds your books already run on
- Monthly transaction volume and where the time actually goes
- Whether cleanup is needed, and roughly what it would cost
- A flat monthly number for ongoing work
Talk to us directly
- 1178 Broadway, 3rd Floor #247, New York, NY 10001
- (646) 347-4827
- info@finceraaccounting.com
Mon–Fri: 8 AM – 6 PM
Sat & Sun: Closed
Fast response
If you reach out directly, we aim to call you back within 15 minutes during business hours.
We work inside your tools
QuickBooks Online, Xero, Wave, and the banks and apps already feeding your books. The goal is less tool sprawl—not another login to manage.
Send us a message instead
Prefer email? We'll respond within 24 hours at info@finceraaccounting.com.