FAQ

Common questions.

How Leo Financial Clarity fits into your existing financial team.

Do you replace my bookkeeper?

No. Your existing bookkeeper remains responsible for the bookkeeping and reporting work you have assigned to them. LFC provides an independent oversight and clarity perspective.

Do you replace my accountant?

No. Accounting, tax and other professional matters remain with the appropriate qualified professional. LFC helps you understand information and formulate questions.

Do you perform audits?

No. LFC does not present its services as an audit, review engagement, assurance engagement or forensic investigation.

Do you do regular bookkeeping?

No. Traditional day-to-day bookkeeping is intentionally outside the core service model.

Who is this for?

Small-business owners, entrepreneurs, farmers, contractors and individuals who need a clearer understanding of their financial situation or aren't sure what to do next.

How do I start?

Send an email describing what you are trying to understand. The first conversation is about identifying the problem and determining whether LFC is appropriate.