What happens after I contact you?+
You first describe the problem. Georg then confirms which records are needed, reviews the likely scope, and explains the starting price before work begins.
What records may be needed?+
It depends on the scope. Common items include accounting reports, bank and card statements, loan balances, payroll summaries, sales reports, and inventory records.
Do my books need to be clean first?+
No. Georg first reviews the condition of the records. Setup, cleanup, or past-month catch-up is quoted before monthly service begins.
Is this only for one industry?+
No. The service works especially well for owner-led retail, e-commerce, service, real-estate, and inventory-based businesses.
How often will we communicate?+
Foundation centers on monthly reports. Clarity and Profit & Cost Review include a monthly discussion. Cash & Decision Planning includes a twice-monthly rhythm.
How do you work with my CPA or tax preparer?+
Georg keeps the records organized and prepares CPA-ready information. Tax advice, tax strategy, and tax filings remain with your licensed tax professional.
Is monthly support flexible?+
The scope, communication rhythm, and any minimum term are confirmed in writing before you agree to begin.
Do the website tools save my numbers?+
No. Financial entries stay in your browser and are not sent to us. Contact-form details are saved only when you submit the form. The site may count anonymous tool activity and confirmed lead requests, but never the financial numbers you enter.