Thanks for clarifying this. I was worried about it too. Have you considered also providing a marketplace for bookkeepers, etc? That’s another pain in the butt with this process.
It is like you're looking at my pitch deck. We have zero interest in providing professional services but know that some of our customers will need CFO like help and so a natural partnership for us is outsourced accounting firms. Later this year we will open up reviews for bookkeepers so that our customers can interact to make those qualified recommendations to each other.