Frequent Asked Questions

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.

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

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.

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

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.

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.