FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We’re currently offering 15% off all services, plus a free consultation to get started! ------ Our pricing is tailored to each business and based on key factors such as: - Monthly expenses and transaction volume - Number of bank and credit card accounts - Reporting and advisory needs - Overall complexity of your business We believe in full transparency — no hidden fees, ever. You can view our full pricing breakdown anytime on our website's pricing page.
- What is your typical process for working with a new customer?
Our process is simple, structured, and designed to give you clarity from day one: 1. Discovery Call – We learn about your business, goals, and pain points. 2. Proposal – You’ll receive a clear, tailored plan outlining services and pricing. 3. Kick-Off & Onboarding – We set up your systems, streamline your books, and introduce you to your dedicated team. 4. Ongoing Support – Expect monthly check-ins and optional quarterly strategy sessions with our degreed, US-based accounting team. Along the way, you’ll also have on-demand access to our US-based accountants and analysts, so you can get answers and insights whenever you need them.
- What education and/or training do you have that relates to your work?
Between our two founders, Slate Ridge brings over 20 years of combined accounting and finance expertise backed by both education and real-world experience. Caroline (Founder & Managing Director) - Dual Major in Accounting & Finance from UNC Charlotte - 10+ years of experience in accounting and consulting across multiple industries - Advanced knowledge of GAAP, technical accounting, and ERP system migrations - Managed payroll & accounting for a $50M annual revenue company Joe (Co-Founder & FP&A Director) - Major in Finance with a concentration in Investments from UNC Charlotte - 10+ years of corporate finance and FP&A experience with Fortune 500 companies - Expertise in Power BI for advanced reporting and KPI management - Deep knowledge of SOX/SEC compliance and financial process improvement ----- On top of this, our team is certified in leading platforms like QuickBooks (ProAdvisor), Xero, and Gusto Payroll — ensuring you receive both technically sound and technology-enabled support.