FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have flat monthly rates for Accounting & Tax services. We are not the cheapest nor the most expensive. I do offer new client discounts. I can create custom quotes for your business needs.
- What is your typical process for working with a new customer?
It depends on what services you sign up for. For Bookkeeping services, you will be invited to our AMAZING Client Portal so we can collaborate and communicate with you securely. Then you will get us all the proper access to your accounts so we can complete the tasks without bugging you for codes. You will be sent a monthly financial summary report walking you through your monthly results by the 12th of the month. For CFO services, we meet each month to dive into those monthly financial reports to review the wins and losses and see how you are doing agaisnt your competitors and we strategize on company goals to improve your monthly results. For Tax Planning we will meet each quarter to estimate your year-end Income, Expenses, Profits, and Tax Liability, and review legit business and personal strategies to implement to cut your taxes! I take pride in delivering excellent, error-free services with an open and friendly attitude.
- What education and/or training do you have that relates to your work?
15+ years of Accounting/Bookkeeping experience 10+ years of Tax Prep & Tax Planning experience 15+ years of HR Management experience Certified QuickBooks ProAdvisor PHR Certificate (Professional in Human Resources) Licensed EA & CPA on staff.