Question 1

How hands-off is the process?

Accepted Answer

After onboarding, most owners spend a few minutes a month with us. We pull what we need from connected accounts, ask questions in one consolidated message rather than a stream of emails, and deliver the closed month to you. You review; you do not reconcile.

Question 2

What happens during migration?

Accepted Answer

We review your current setup, build a migration plan, transfer and reconcile your historical data, optimize the chart of accounts, and confirm reporting accuracy before we go live. Your day-to-day operations continue uninterrupted throughout.

Question 3

How quickly will the books be current?

Accepted Answer

Most clients are fully onboarded within two weeks. If historical cleanup is needed first, we scope it and give you a fixed quote before any work begins, along with a realistic date for when you will be current.

Question 4

Is new software required?

Accepted Answer

Not usually. We work in QuickBooks Online and Digits and handle setup ourselves. If your current system is working, we keep it. If it is actively fighting you, we will say so and explain what changing would involve.

Question 5

Will I have a dedicated point of contact?

Accepted Answer

Yes. One named bookkeeper on our Kansas City team owns your account and learns how your business runs. Not a ticket queue, not a rotating assignment, and never outsourced overseas.

Question 6

How does Fortis handle tax season?

Accepted Answer

Because your books close every month, tax season is a handoff rather than a scramble. We prepare a CPA-ready year-end package, organize supporting documentation, support 1099 preparation, and coordinate directly with your accountant.

Question 7

What if the business has complex needs?

Accepted Answer

Multi-entity structures, job costing, inventory, and higher transaction volumes are all workable. Those fall outside the standard plans, so we scope a custom plan against your actual requirements rather than forcing you into a tier that does not fit.

Question 8

Can plans change as the business grows?

Accepted Answer

Yes, and we watch for it. If your transaction volume moves past your plan range for two consecutive months, we raise it with you before it affects your invoice and move you to the right tier together.

Questions, answered plainly.

How hands-off is the process?+

What happens during migration?+

How quickly will the books be current?+

Is new software required?+

Will I have a dedicated point of contact?+

How does Fortis handle tax season?+

What if the business has complex needs?+

Can plans change as the business grows?+