FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is tailored to the specific needs of your business. We offer transparent, competitive rates based on the scope of services you require, whether it’s bookkeeping, tax preparation, or a full cash optimization analysis. For new clients, we provide a complimentary consultation to assess your needs, and we offer customized packages for ongoing services. Discounts may be available for bundled services or long-term engagements.
- What is your typical process for working with a new customer?
We begin by offering a free initial consultation where we discuss your business's current financial situation and goals. Once we understand your needs, we tailor a service plan that fits, which could include bookkeeping, tax planning, or full financial analysis. After gathering necessary financial information, we begin by analyzing your financials, identifying opportunities for savings, and ensuring your books are accurate and up to date. We maintain regular communication, providing clear reports and actionable insights as we work together to optimize your financial operations.
- What education and/or training do you have that relates to your work?
Our team consists of Certified Public Accountants (CPAs), bookkeepers, and tax strategists with years of experience in small business accounting, tax preparation, and financial analysis. We stay up to date with the latest tax laws, accounting software (like QuickBooks Online), and best practices to ensure our clients are compliant and maximizing their savings. Continuing education is a priority for us to provide the most accurate, efficient service possible.