Question 1

Why is the Financial Clarity Strategy Session required?

Accepted Answer

All new engagements begin with a structured diagnostic so we can evaluate your financial systems responsibly. This ensures the appropriate level of support is recommended and prevents misalignment in scope or expectations.

The session investment is credited toward any engagement initiated within 14 days.

Question 2

Do you offer free discovery calls?

Accepted Answer

We do not offer traditional discovery calls. Instead, we begin with a working Financial Clarity Strategy Session that provides immediate clarity and direction.

Question 3

Are you a CPA?

Accepted Answer

The Whole-Sum Group provides accounting and advisory services. We collaborate closely with licensed CPAs for tax filing and audit requirements but do not provide audit or assurance services.

Question 4

What types of clients do you work with?

Accepted Answer

We specialize in creative and mission-driven organizations, including event planners, designers, and nonprofits managing layered or complex revenue structures.

Question 5

Do you handle tax filing?

Accepted Answer

We support tax readiness, sales and use tax processes, and compliance systems. Formal tax filing and audit services are handled in collaboration with licensed CPAs.

Question 6

How do I know which tier is right for me?

Accepted Answer

During the Financial Clarity Strategy Session, we evaluate your financial systems using the Whole-Sum Method and recommend the appropriate level of support based on your organization’s structure, visibility, strategy, and compliance needs.