Frequently Asked Questions

Yes! All of our services are virtual and available nationwide.

 We can help set up and walk you through everything you need to know. 

Book a free consultation, and we’ll recommend the best fit based on your business stage and goals.

 Absolutely — we understand that business needs evolve. 

We do not file taxes, but we collaborate with trusted CPAs and can provide all your financial reports to make tax season easy.

Thank you for reaching out to Griffin Management and Finance LLC! We’re excited to learn more about your business and explore how we can support your goals through our financial and consulting services.

To make the most of our meeting, please have the following items ready:

✅ A brief overview of your business (services/products, years in operation, business structure)
✅ Access to or screenshots of your current bookkeeping system (if any)
✅ Your most recent bank and credit card statements (last 1–3 months)
✅ Any financial reports or spreadsheets you currently use
✅ Your biggest financial pain points or questions
✅ Your goals for the next 6–12 months
✅ Any logins you'd like us to review (QuickBooks, payroll system, etc.)

This will help us provide tailored recommendations and ensure we’re aligned with your needs right from the start.

The setup fee in your bookkeeping packages covers the initial onboarding process and ensures a smooth, accurate start to your service. Here's a refined explanation you can use across your site or in onboarding materials:

What does the setup fee include?

The setup fee covers the time and expertise required to:

• Set up or review your QuickBooks or accounting system
• Import prior financial data (as needed)
• Organize your chart of accounts
• Ensure beginning balances are accurate
• Customize your reporting structure
• Create a client dashboard and communication system
• Provide initial training or walk-throughs if requested

This one-time fee ensures your bookkeeping is accurate from the beginning, so future reports and financial data are reliable.