Usually, our onboarding process takes approximately 10 business days. However, this depends on your current situation and if your business requires more significant details or catch up work, it may take longer for the full onboarding. However we prioritize the onboarding process and ensure this is a seamless and efficient part of you working with us.

Our service terms are 6 months and 1+ year(s). We invest a lot of time into your business and prefer to work with clients for longer terms so they can see the full benefits. Services such as the Entrepreneurship Package, specialized projects, and tax packages are usually one-time engagements. All of our current client base have worked with us for a term longer than 1 year.

We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

You can reach us anytime via our contact page “Grab a Lifeline”, by scheduling a consultation call with us or via email at hello@cobellafinancial.com. We aim to respond quickly.

Not at all! We can still support you and your business while setting you up on a cloud based Accounting platform.

Our services are offered remote or in a hybrid working style. Please note additional fees will apply for any in-person work. Please note, in-person work arrangements are not guaranteed.

The main difference between accrual and cash basis accounting lies in the timing of when revenue and expenses are recognized. The cash method is a more immediate recognition of revenue and expenses, while the accrual method focuses on anticipated revenue and expenses.

After our consult call we'll send you an Engagement Agreement that details the scope of work and terms. Once the contract has been signed, you'll be setup with our onboarding packaging and be required to send in necessary documents. This will prompt our initial onboarding kick-off call. This is a crucial time in onboarding as it determines how fast we're able to get everything started. You'll be set up with a designated encrypted folder for you to upload specific documents. We will work with you through the onboarding process. All bookkeeping and advisory engagements are subject to an internal audit by our team to assess the state of the bookkeeping being handed over to us.

No. We will set up integrations to obtain your financial transactions directly from your bank. You'll need to keep your paper receipts on file in case of an audit and will be required to upload your receipts using our integrated processes to ensure we have the necessary back-up for your businesses daily transactions and to ensure audit-ready financials. All you'll have to do is snap a picture of your receipts to store them digitally, or we can do this for you.

Absolutely. We can work and liase with your current CPA, or Accounting firm. We're set up to operate as your virtual Accounting office.

We take your data and financial information very seriously. We maintain both on-site and off-site backups of your data so that it doesn’t get lost in the woodwork and your business is not left stranded. Off-site backups use end-to-end encrypted solutions that meet ISO 27001, HIPAA, CCPA, GDPR, and DPA compliance standards.