Yes - we are a US-based firm with over a decade of expertise. You will be working directly with one point person and a team of accountants and bookkeepers who work with companies just like yours.

We set you up with your own [client name]@evolvecfo email for direct communication with our team. We also have a chat to reach out to a team member for something specific.

We sign a mutual NDA that legally binds us to keeping your data safe and secure. We only access banks, credit cards, and other personal financial information through bank-level secure systems that are two-factor authenticated. We also recommend you add us as additional users on your account, rather than sharing your own user details as an extra level of protection. We only request employee records through HIPAA-compliant systems.

We typically provide financial by mid-month. If you need your financials ready sooner, we have an optional add-on to close your books faster.

We have been in this business for more than a decade, and borne out of high-level experience advising startups closing millions in funding or on the path to go public. We know small business and startup companies, and try to provide an extra level of touch and quality that is difficult to replicate elsewhere. Plus, you only have a monthly commitment - we don't ask you to sign up for a year.

We only require month-to-month so you have the flexibility to match our services with your budget.

Just send us a note with our 'Talk with Us' button in the top right, and we'd be happy to chat. Let us know some of your questions or concerns, and we'll get back to you within 2 business days.