Frequently Asked Questions

We specialize exclusively in animal welfare organizations — shelters, rescues, sanctuaries, wildlife rehabilitation centers, spay/neuter clinics, regional networks, and advocacy organizations. This focus means we understand the unique challenges of restricted grant funding, adoption fee accounting, veterinary cost tracking, and the regulatory landscape that animal welfare nonprofits navigate daily.

After you complete our intake form, Davis will schedule a kickoff call within 48 hours to discuss your organization's specific needs, review your current financial setup, and create a customized engagement plan. Most organizations are fully onboarded within 2-4 weeks, including software migration, chart of accounts setup, and historical cleanup if needed.

We ask for a 3-month initial commitment to allow enough time to properly set up your systems and demonstrate value. After that, engagements are month-to-month. We believe our work speaks for itself — we don't need long contracts to keep clients.

Every engagement is custom-scoped to your organization's size, complexity, and goals. During your free strategy call, we'll assess your current financial setup, discuss your needs, and propose a tailored scope and fee. Services range from monthly bookkeeping and reconciliation to full CFO advisory, grant compliance, and everything in between.

Absolutely. Many of our clients start with core bookkeeping and add services like grant compliance, board packages, or CFO advisory as their needs evolve. Scope changes take effect at the start of the next billing cycle with no disruption to existing services.

Yes, payroll processing is available as an add-on service at any tier. We handle payroll runs, tax filings, W-2s, and 1099s for independent contractors. We also ensure proper classification of employees vs. contractors, which is a common compliance issue for nonprofits.

Security is foundational to everything we do. We require multi-factor authentication on every login, enforce role-based access controls, and host on secure, professionally managed infrastructure. We maintain strict access policies and conduct regular security reviews.

We use read-only bank feeds through your accounting software (like QuickBooks Online's bank connection) to import transactions for reconciliation. We never have direct access to your bank accounts, cannot initiate transfers, and cannot modify transactions at your bank. Your financial controls remain fully in your hands.

Your data is always yours. If you ever decide to move on, we provide a complete data export including all financial records, documents, and reports. We also offer a 30-day transition period to ensure a smooth handoff to your next accountant or internal team. We'll provide documentation of all processes, schedules, and access credentials.

Through your secure client portal you have encrypted messaging, document sharing, and real-time visibility into deliverable progress. For more complex discussions, we schedule video or phone calls. Strategic tier clients also receive monthly advisory calls. We respond to portal messages within 4 business hours.

Davis personally oversees every engagement. As a boutique firm, we don't hand off your account to junior staff. You work directly with a CPA who knows your organization, your mission, and your numbers inside and out. That's the Animal Kingdom difference.