How We Work

We start with an initial consultation by phone or video call (Zoom, Google Meet or Teams) to talk about your accounting needs. It’s a general discussion of your expectations and how we can best serve you. We usually quote our fee after learning about your business on that first call.

Once you’ve made a decision, we schedule a detailed discussion to finalize the logistics, such as access to your cloud software and setting up accounts.

Our entire team consists of certified accountants and bookkeepers. All staff have had background checks, and Catching Numbers has an actively monitored security policy.

You’ll be assigned an accountant and/or controller who works on your books and gets to know you and your business deeply. We also cross-train other team members on your business, so vacations never disrupt your accounting.

Most clients pay a fixed monthly fee based on transaction volume, the number of accounts and entities, and the level of support (bookkeeping, controller or CFO). You can see sample packages on our pricing page. We take the time to understand your needs, then confirm your fee in writing after the initial call.

We work in the leading cloud accounting applications, which lets us serve you best remotely. We can also work with desktop versions of leading accounting software through remote access.

We find it works best to have a regular call with each client (daily or weekly, depending on your needs) so we can act as your complete accounting department and be available when urgent issues come up. That helps you avoid overdrafts, missed payments, slow billing and missed opportunities.

Whichever one you already use. We’re certified in QuickBooks and Xero, and we also run the books and the close in NetSuite, Sage Intacct, AI-native platforms such as Rillet and Digits, and others. Around them we work with tools such as BILL, Ramp, Gusto, ADP, Hubdoc, FreshBooks and Wave, plus ecommerce platforms like Shopify, Amazon and BigCommerce.

Yes. We regularly catch up and clean up prior periods: reconciling accounts, fixing miscategorized transactions and getting you to a clean starting point before ongoing monthly work begins.