FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At EVB Certified Public Accountant P.C., we understand the importance of transparent and fair pricing. Our fees are based on the complexity of the services required and the amount of time needed to complete the work. We will provide you with a detailed estimate of our fees upfront, so you know exactly what to expect. We also offer competitive pricing and are committed to delivering high-quality services at a fair price. While we do not offer discounts, we believe that our pricing reflects the value of the services we provide. It's also worth noting that we do not charge any hidden fees or surprise charges. We are committed to being upfront and transparent about our pricing, so you can make informed decisions about your financial needs. If you have any questions about our pricing or would like to learn more about our services, please do not hesitate to reach out to us. We would be happy to provide you with a detailed estimate and answer any questions you may have.
- What is your typical process for working with a new customer?
At EVB Certified Public Accountant P.C., our goal is to provide our clients with a personalized and comprehensive approach to their financial needs. When working with a new customer, we follow a typical process that ensures we understand their unique situation and can provide tailored solutions to meet their needs. Here are the steps we typically take: Initial consultation: We will schedule an initial consultation with the new customer to discuss their financial situation, goals, and challenges. This consultation can be done in person, over the phone, or via video conferencing. Needs assessment: Based on the information gathered in the initial consultation, we will conduct a needs assessment to determine the specific services required and develop a plan to address the customer's needs. Proposal and agreement: We will provide the customer with a detailed proposal that outlines the services we will provide, the timeline, and the fees. Once the customer agrees to the proposal, we will sign a service agreement. Onboarding: We will work with the customer to gather all necessary financial information and documents needed to begin our work. Implementation: We will implement the plan outlined in the proposal, which may include accounting, financial planning, and taxation services. Ongoing support: We will continue to work closely with the customer to ensure their financial needs are being met and to adjust the plan as needed. Throughout the process, we maintain open communication with the customer to ensure they are fully informed and satisfied with our services. Our goal is to build long-lasting relationships with our clients and provide them with the support they need to achieve their financial goals.
- What education and/or training do you have that relates to your work?
The team at EVB Certified Public Accountant P.C. comprises certified public accountants (CPAs) who have earned a Bachelor's degree in Accounting or a related field and passed the Uniform CPA Examination. Additionally, many team members have earned advanced degrees, such as a Master's in Accounting or a Master's in Business Administration (MBA). In addition to formal education, EVB Certified Public Accountant P.C. team members receive ongoing training and development to stay up-to-date on the latest tax laws, accounting practices, and financial regulations. The firm also encourages its team members to pursue professional development opportunities, such as attending conferences, workshops, and seminars to enhance their skills and knowledge. The education and training of the EVB Certified Public Accountant P.C. team ensure that they have the knowledge and skills necessary to provide clients with accurate and reliable accounting, financial planning, and tax services.