FAQ
Common Questions
Quick answers about financial consulting, process, timelines, and payments.
What does OSA ENTERPRISE LLC do?
We provide financial consulting focused on cash flow, budgeting, forecasting, KPI dashboards, and decision support—so you can make confident decisions.
Who do you work with?
Founders, service businesses, e-commerce brands, and small-to-mid companies that want clearer financial visibility and better operating discipline.
How does the engagement work?
Typically: (1) discovery call, (2) audit + roadmap, (3) implementation and ongoing reporting rhythm (weekly/monthly), depending on scope.
How quickly can we start?
Usually within a few business days after we confirm scope and you share the needed access/documents.
What do you need from me to begin?
At minimum: recent P&L and balance sheet, basic revenue breakdown (by product/client), bank summaries, and key expense categories. If you use QuickBooks/Xero, exports work.
Do you offer one-time packages or monthly support?
Both. We offer fixed-price one-time engagements (e.g., cash flow setup, budget build) and monthly support (fractional CFO-style).
Can I pay with Stripe?
Yes. We accept Stripe payments. Depending on the engagement, you’ll receive a secure Stripe payment link or checkout page.
Do you provide tax, legal, or investment advice?
No. We provide financial consulting and strategy. For tax/legal/investment matters, consult your CPA/attorney/advisor. We can collaborate with them if needed.
Is my financial data confidential?
Yes. We treat all client information as confidential and use reasonable security practices. We recommend least-privilege access (view-only when possible).
Do you sign NDAs?
Yes. If you have a standard NDA, we can review and sign it before sensitive data is shared.
Do you offer refunds?
Consulting services are time-based; refunds are generally not provided once work starts. If there’s an issue, we’ll work with you to resolve it fairly.
How do I get started?
Go to the Services page and contact us to schedule a consultation, or email us directly. We’ll confirm scope and send next steps (including Stripe payment if applicable).