Frequently asked questions

How does your pricing work?

One flat monthly fee covers the services in your plan. There is no hourly billing and there are no surprise invoices. Visit our proposal page for a custom quote.

Am I locked into a contract?

Ratio works month to month, with roughly a 30-day agreement.

How does onboarding work, and how long does it take?

Onboarding is simple but comprehensive. On the bookkeeping side, giving the Ratio team access to your QuickBooks Online account takes about three minutes, and every client receives step-by-step directions.

For planning, we host a one-hour meeting online to understand your business and your goals. From that meeting we build a plan, which you receive.

For tax, you also receive a secure questionnaire that collects the data and documents we need to prepare your business and personal filings. It takes about fifteen minutes to complete, and if anything is missing, our system reminds you to add it to the portal until your account is 100% complete.

I already have an accountant. What happens when I switch?

Switching from an existing accountant is routine. Ratio coordinates and communicates directly with that accountant to make the transition smooth.

How current will my books be?

Your books are never more than 24 hours old, with financial reports available within 24 to 48 hours through automated daily reconciliation.

Do you work with businesses outside your area?

Yes. Ratio serves clients nationwide.

What does "year-round tax planning" actually mean?

It means quarterly conversations that adjust owner payroll, distributions, and estimated profits, rather than one conversation at filing time.

Who will be handling my account?

Your account is handled by a QuickBooks ProAdvisor certified team. Learn more about Ratio.

How is my financial data secured?

Ratio uses a secure portal for confidential and sensitive information, so financial documents and data can be transmitted easily and safely.

How fast will I hear back?

You will hear back within one business day.