Do I get to choose my resource?
They are hand selected for you based on your needs. You can interview the available resources and pick the one that is the best fit or we can provide you with the person we think is best qualified for your needs.
Is there a long term commitment?
Our engagment letter is for a 6 month period to start. if at any time,, you aren’t satisfied or your plans change, you can pay your remaining balance and stop working with us.
What is the process for signing up?
We start with an free initial consultation meeting and then, prepare a custom engagement for you. After the agreement is signed, we shedule a kick off meeting with your resource and get started.
How can I be sure my information is kept confidential?
We background and credit check our staff and they all are on Non-disclosure and confidentiality agreements as well as employment and non-compete agreements. Our engagement agreement with you also includes confidentiality and non-disclosure provisions. When you upload data to us, it comes through secure methods and we safeguard your data using backups and secure means.
Do you work on anything besides QuickBooks Online?
Yes! We have experience in many other softwares including Xero, Sage, Peachtree, NetSuite, & Unanet
Why Clients
Love Us…
Simply put, clients love us because we treat them like our one-and-only. In a world of slow service and unfulfilled promises, CFO ReStart is a shining light of responsiveness and actionable advice you can count on.
EXCELLENTBased on 34 reviews
Trustindex verifies that the original source of the review is Google.Bbbb Cccc2024-09-01Enjoy working with Wendy and her staff. Very knowledgeable and professional. Highly recommend!!Trustindex verifies that the original source of the review is Google.LeRoy Pingho2024-07-03Laena Yi with CFO Restart has exactly what we need: smart, quick, and most importantly effective and accurate. Love working with herTrustindex verifies that the original source of the review is Google.Isabela Guimaraes2024-07-02The team at CFO Restart is terrific -- responsive, knowledgeable, and easy to work with. Laena has been handling the bookkeeping for my small business since 2022, and I'm always grateful for her professionalism and patience.Trustindex verifies that the original source of the review is Google.Alba Bonilla2024-07-01Hailey is a very nice young lady and a pleasure to work with.Trustindex verifies that the original source of the review is Google.Veronica Jarvinen2024-06-28CFO Restart has made everything about small business ownership doable. The team is very responsive and helpful. I work with Sherry, and in the rare case she doesn’t have an answer to a question, she sends me in the right direction. With so much to navigate as a business owner, it is incredible to have this group in my corner! Highly recommend!! To the point that I use them for two completely different businesses that I have!! Their resources know no bounds!Trustindex verifies that the original source of the review is Google.Charles Miller2024-06-27The best!! Sherry is professional, responsive, thorough.Trustindex verifies that the original source of the review is Google.Christopher Miller2024-06-27Incredible serviceTrustindex verifies that the original source of the review is Google.Spencer Levy2024-06-24CFO restart has been AMAZING! sierra is extremely efficient, detail oriented, and quick to reply. i could not recommend this company more!Trustindex verifies that the original source of the review is Google.Dan Nguyen2024-05-08As a small business owner I really appreciate the support and services CFO Restart offered me. Wendy and team are very responsive to my inquiries. The services were extremely easy to understand. They were able to quickly put together a plan for me and began work immediately after we gave the greenlight to proceed. I had frequent and consistent updates on our books. Their price point was great for me as a small business as we really have to pick and choose where we place our money to get the best bang for the buck. The best part is I was able to continue doing what I do best while leveraging her skilled team to come through with our bookkeeping requirements. Would highly recommend CFO Restart to other people looking for services that fall in their catalog.
