Frequently Asked Questions

  • How do I get started?

    To get started, we’ll collect information to build your company profile (things like your organizational structure, number of units, etc). Next, we’ll work to understand all your processes and your reporting needs (everything from payment and approval schedules to owner statements, trust accounting processes and beyond).

    Want more info? We’re happy to email you a one-page guide to getting started with Proper that walks you through the first six weeks of working together. Click here to see the onboarding process.

    1. When should I consider working with Proper?
    2. What software do you work with?
    3. My books are way behind, does Proper help me get up to date?
    4. Does Proper replace my current bookkeeper / CPA / accountant?
    5. Who can benefit from Proper’s services?
    6. How secure is our information with Proper?
    7. What if I change my mind?
    8. Do you provide tax services?
    9. Can Proper provide accounting services for my corporate books as well?