FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Accounting/Bookkeeping -typically there is a recurring monthly fee for bookkeeping services and pricing ranges on complexity of the books/revenue. -For new QBO customers, we do offer a cleanup/setup service as well Tax -Individual: Price out starting at 250/hour but can increase depending on complexity Business- Price out starting at 850/hour but can increase depending on complexity -Advisory- I offer yearly planning/strategy for the year on a fixed price
- What is your typical process for working with a new customer?
We will first go through a consultation understanding your goals, financial situation and needs tailored to you. Once I understand the entire financial picture, we'll then proceed in the onboarding process.
- What education and/or training do you have that relates to your work?
I've been a CPA licensed in Arizona, working in a public accounting firm as well as a corporate accounting role in a publicly traded company.