FAQs
Customer Support
FAQ
Customer Support
FAQ
We've curated these answers to address the most common questions from growth-stage businesses like yours—startups and scale-ups in tech, e-commerce, CPG, and beyond navigating outsourced accounting, fractional CFO support, and financial strategy.
Our model ensures no data ever leaves your systems via secure cloud access or RDC, prioritizing your control and compliance.
If your question isn't here, reach out for personalized advice.
Our goal? Empower you to focus on growth, not guesswork.
Services & Capabilities
What does Caramel Advisors do? +
We provide outsourced accounting, CAS, tax, audit support, and FP&A services to accounting firms and businesses, helping them scale efficiently without increasing internal overhead.
Who do you typically work with? +
We work with U.S. CPA firms, accounting practices, growing and mid-market businesses, and PE-backed companies across industries.
What services can I outsource? +
You can outsource accounting and bookkeeping, CAS support, tax preparation and support, audit and pre-audit assistance, FP&A, reporting, and cleanup or catch-up accounting.
Can you support tax season workloads? +
Yes. We provide scalable support during peak periods such as tax season, audits, and month-end or year-end close.
Engagement Models & Delivery
Do you offer dedicated resources? +
Yes. We offer dedicated resource and team-based engagement models depending on scope and scale.
Can I work with the same team members consistently? +
Yes. We prioritize continuity and assign consistent resources, supported by reviewers and managers.
Can I scale resources as my needs change? +
Yes. Our delivery model is designed to scale up or down without retraining or disruption.
Do you support both ongoing and project-based engagements? +
Yes. We support ongoing monthly work as well as short-term and ad-hoc projects.
Pricing & Commercials
How is pricing structured overall? +
We follow a fixed monthly pricing model based on scope, complexity, and resource requirements, along with a one-time setup fee during onboarding. We do not charge hourly.
Do you charge hourly? +
No. We do not follow hourly billing.
Is there a long-term commitment? +
No long-term lock-ins. Contracts typically include a 45–60 day notice period.
Can pricing change if our scope changes? +
Yes. Pricing can be adjusted if scope or volume changes, with mutual agreement.
Is there a one-time setup or onboarding fee? +
Yes. We typically charge a one-time setup fee to cover initial onboarding activities such as SOC 2–aligned access setup, security and compliance procedures, system review, training, documentation, and any required cleanup or configuration.
This ensures a secure, well-structured start and allows our teams to integrate seamlessly into your environment.
Security, Compliance & Risk
How do you ensure data security? +
Security is embedded into our operations through certified processes, secure infrastructure, and strict access controls.
What certifications do Caramel Advisors hold? +
We are SOC 2 Type II, ISO 27001:2022 & ISO 9001:2015 certified.
Do you work within our systems? +
Yes. We primarily work within client-approved systems using secure access methods.
Are you covered by insurance? +
Yes. We carry professional liability & cybersecurity insurance from a U.S. carrier.
Can you support additional client-specific security requirements? +
Yes. We can implement additional controls such as IP restrictions or enhanced access protocols.
Technology & Tools
What accounting and tax software do you support? +
We support all leading accounting, tax, payroll, and reporting platforms used by U.S. firms.
Can you work in cloud-based environments? +
Yes. We work extensively with cloud-based accounting and ERP systems.
Team & Experience
Where is your team located? +
Our delivery teams are based in India, supported by U.S. leadership.
How experienced is your team? +
Our firm is built with 15+ years of accounting experience and supported by 120+ qualified professionals.
What qualifications do your team members have? +
Our teams include Chartered Accountants, CPAs, and experienced accounting professionals trained on U.S. standards.
Onboarding & Transition
How does onboarding work? +
Onboarding includes process review, access setup, knowledge transfer, and defined delivery timelines.
How long does onboarding take? +
Typically, 1–2 weeks, depending on scope and complexity.
How do you transition from another provider? +
We follow a structured transition plan to ensure continuity and minimal disruption.
Operations & Availability
What are your working hours? +
We operate Monday through Friday with coverage aligned to U.S. time zones.
Do you offer extended or weekend support? +
Yes, during peak periods or when required.
How do you manage deadlines? +
We follow documented workflows, SLAs, and review mechanisms.
Fit & Use Cases
Is outsourcing suitable for small businesses? +
Yes. Outsourcing helps small businesses access expertise without building internal teams.
Do you support mid-market and PE-backed companies? +
Yes. We support growing, complex, and PE-backed organizations.
Do you support multi-entity structures? +
Yes. We have extensive experience with multi-entity and multi-location businesses.
Which industries do you serve? +
We support clients across multiple industries and tailor services based on industry requirements.