FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We start with an initial business and accounting consultation to understand your current state business and goals, accounting and financial processes, and related technology and systems. We then create and implement a right sized solution for your needs. Pricing is tailored based on current needs, and we offer various options to fit your business and budget.
- What is your typical process for working with a new customer?
We start with an initial business and accounting consultation to understand your current state business and goals, accounting and financial processes, and related technology and systems. We then create and implement a right sized solution for your needs. We serve as a trusted advisor along the way to set you on a clear path towards your goals, keep you on the right side of all the business compliance requirements, and alleviate your time on back-office financial and operational activities.
- What education and/or training do you have that relates to your work?
15+ years of experience in business and accounting advisory, financial operations, and management consulting. Accounting and financial advisor for both public and private companies, small businesses, and individuals throughout the country. Certified Public Accountant and Chartered Global Management Accountant.