Frequently Asked Questions

T-1 supports the financial and operational sides of your business. That can include accounting, financial reporting, budgeting and forecasting, payroll, compliance, sales tax, systems and software, workflow automation, people operations, and strategic projects. The goal is simple: understand what your business needs behind the scenes and help get the work done.

T-1 primarily works with businesses from $0 to $10 million in annual revenue. That includes brand-new businesses putting the right foundation in place as well as established companies navigating increasingly complex financial and operational needs.

There isn’t one number that makes sense for every business. Your investment depends on your revenue, industry, number of employees, locations, transaction volume, reporting needs, and overall operational complexity. A business with straightforward accounting needs will require a very different level of support than a multi-state construction company managing payroll, sales tax, job costing, compliance, and multiple systems.

T-1 will help determine the right level of support based on what your business actually needs, not simply sell you a predetermined package.

Accounting is an important part of what we do, but T-1 is intentionally broader than a traditional accounting firm. We look at how finance connects with operations, people, technology, compliance, and the other moving pieces of your business.

Not necessarily. T-1 can work alongside your CPA and other professional partners to make sure they have accurate information and that the right financial and operational pieces are being handled throughout the year.

No. T-1 can fill gaps, take ownership of specific functions, or work alongside the people you already have. Sometimes the right solution is improving the team and systems already in place rather than replacing them.

If you need experienced financial or operational support but don't have enough work—or budget—for multiple specialized full-time positions, outsourcing can make a lot of sense. It can also give you access to broader experience without having to find one employee who somehow knows accounting, payroll, compliance, systems, operations, and strategy.

Yes. You may be great at what your business does without knowing everything required to actually run the business. T-1 can help create your playbook, identify what needs to be established, recommend resources and partners, and help execute the financial and operational setup.

Absolutely. Workflow automation is a key part of T-1's approach. We can evaluate existing processes, identify repetitive or inefficient work, assess software options, and help implement systems that make sense for how your business actually operates.

No. T-1 is based in California, with strong roots in Orange County and the Central Coast, but works with businesses nationwide. Jaclyn also has direct experience managing payroll, sales tax, compliance, and business operations across multiple states.

T-1 can work across industries, with particularly strong experience in construction and trades, agriculture and farming, startups and high-growth companies, wineries, and professional service businesses. Jaclyn's background includes everything from agricultural and winery accounting to complex construction accounting and business operations for a multi-state hardware, software, and construction company. 

That's completely fine, and often where T-1 can be most valuable. You don't need to diagnose the problem before reaching out. Start with an intro call, tell us what's happening in the business, what's taking too much time, and where things feel complicated. We'll help identify where T-1 can make the biggest impact.

Start with a conversation. We'll learn about your business, where you are today, where you're headed, and what's happening behind the scenes. From there, we can recommend the right level of support and build a scope around your needs.