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Frequently asked Questions

What’s included in the free 30-minute financial assessment?

Your complimentary assessment includes:

  • Review of your current financial systems
  • 3–5 immediate improvement opportunities
  • A custom roadmap tailored to your industry and business stage

No pressure, no obligation — just practical insights you can use whether or not you work with us.

How quickly can Numbers In Sync get started?

Most clients are onboarded within 1–2 weeks after the assessment. Urgent cleanups or compliance needs can often be expedited.

Do I need to be located in the Bay Area?

No. Numbers In Sync works virtually with clients across the U.S., providing the same hightouch, CPA-led service regardless of location.

What services does Numbers In Sync provide?

We offer:

  • Complete Accounting (bookkeeping, monthly close, compliance)
  • Fractional Controller services (forecasting, KPIs, internal controls)
  • Fractional CFO services (strategic planning, profitability, cash flow)
  • Project-based engagements (cleanup, system implementation, audit support)

What if I’m not sure which service level I need?

That’s exactly what the free assessment is for. We’ll discuss your goals and challenges, then recommend the service level that fits best. Many clients start with Complete Accounting and scale up as their business grows.

Can you help clean up messy or outdated books?

Absolutely. Many clients come to us with incomplete or inconsistent records. We specialize in cleanups — reconciling your books, correcting errors, and creating a reliable foundation before ongoing work begins.

What industries do you specialize in?

We focus on industries where financial complexity requires specialized expertise:

  • Construction & Development: Job costing, WIP tracking, bonding support, progress billing
  • Manufacturing: Cost accounting, inventory optimization, margin analysis
  • Professional Services & Legal: Utilization tracking, project profitability, trust accounting
  • Real Estate & Property Management: Property-level reporting, tenant management, portfolio analysis
  • Technology & SaaS: Revenue recognition, deferred revenue tracking, cash-flow forecasting
  • Healthcare & Wellness: Multi-entity accounting, cost control, compliance management

We also work with other operations-driven businesses that value accurate data and strategic insight to scale confidently.

What accounting software do you work with?

We work directly in your existing systems, including QuickBooks (Online, Desktop, Enterprise), Sage, Deltek, Expandable, and other industry-specific platforms. We also coordinate with major payroll providers.

How is Numbers In Sync different from a traditional bookkeeper?

We go beyond transaction entry. Numbers In Sync delivers CPA-level accuracy plus Controller/CFO-level insight, helping you understand what’s happening financially and what actions to take next.

Do you work with my tax CPA?

Absolutely. We frequently collaborate with tax CPAs to ensure clean books, smoother tax seasons, and accurate planning support.

How is pricing structured?

Pricing is customized based on complexity, transaction volume, and reporting needs. You’ll receive clear, upfront pricing after the assessment. Services are month-to-month after onboarding.

Will I have a dedicated point of contact?

Yes. You’ll work directly with Vinita Goyal, CPA, Founder & Principal of Numbers In Sync - not junior staff

How do you protect my financial data?

We use encrypted transmission, secure cloud systems, multi-factor authentication, and strict confidentiality protocols. Your data always remains yours.

What happens to my data if we stop working together?

Your data always belongs to you. We provide a smooth, secure offboarding process to ensure you retain full access and continuity.

How soon will I see results?

Most clients see meaningful improvements within 30–60 days, with deeper operational and strategic benefits developing over time.

Do you guarantee results?

While outcomes vary by business, we guarantee CPA-level accuracy, proactive communication, and senior-level financial expertise.

How do I know if Numbers In Sync is the right fit?

If you value accurate data, clear communication, and proactive financial insight, the free assessment is the best way to determine fit.

Still Have Questions?

We’re here to help.

Contact us at:

[email protected]

(510) 516-0433