General Questions
Yes! All of our services are virtual and available nationwide.
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 work with a variety of service-based businesses, entrepreneurs, and growing companies, including healthcare providers, wellness professionals, creatives, contractors, consultants, and other small businesses seeking financial organization and operational support.
We provide more than basic bookkeeping. Our approach combines financial organization, operational support, business structure, and personalized guidance to help business owners gain clarity, confidence, and more time to focus on growth.
We believe organized systems create stronger businesses.
Services are provided on a month-to-month basis unless otherwise agreed upon. We believe in building long-term relationships through value, communication, and results.
OR if you decide later:
Bookkeeping Questions
We can help set up and walk you through everything you need to know.
We primarily work with QuickBooks Online but may support other systems depending on your business needs and current setup.
If you are new to bookkeeping software, we can help recommend and set up the best solution for your business.
No. We will review your current bookkeeping situation during onboarding and determine whether cleanup or catch-up services are needed before ongoing monthly services begin.
Cleanup and catch-up bookkeeping services are quoted separately and are not included in monthly packages unless otherwise agreed upon.
Most bookkeeping services are completed on a monthly basis after all requested documents and statements are received from the client.
Timelines may vary depending on responsiveness, transaction volume, and the condition of existing records.
This helps protect YOU.
Absolutely. We believe in transparency and client education. You will have access to your financial reports, bookkeeping records, and financial insights based on your package level.
We do not file taxes, but we collaborate with trusted CPAs and can provide all your financial reports to make tax season easy.
Yes, payroll services are available as an add-on service for businesses needing employee payroll support, payroll tax filing assistance, and payroll organization.
Payroll pricing varies based on the number of employees and business needs.
Billing & Pricing
The Infrastructure Development Fee is a one-time onboarding fee designed to establish the financial systems, workflows, and organizational structure needed to support your ongoing services successfully.
This fee may include:
Infrastructure Development Fees vary by package level based on business complexity, account volume, transaction activity, and the amount of backend setup required to properly support your business.
As your business grows, your bookkeeping and operational needs may change. We may recommend upgrading your package based on account volume, transaction activity, complexity, or support needs to ensure you continue receiving the best level of service.
No. Virtual assistant support hours reset monthly and do not roll over to future months unless otherwise agreed upon in writing.
Additional support hours may be available at an hourly rate.
Client Expectations & Support
To ensure accurate bookkeeping and timely reporting, clients are responsible for providing all requested documents and information, including:
Timely communication helps us maintain accurate and up-to-date financial records.
Monthly strategy and review calls are included in select packages to help keep your business finances organized and aligned with your goals.
While meetings are encouraged, we understand business owners have busy schedules and can accommodate communication preferences when possible.
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.
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