FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer fixed rate prices for monthly services based on business size. We perform quarterly pricing analyses to maintain competitive pricing.
- What is your typical process for working with a new customer?
When working with a new client, we assess the current processes and conduct a full review of the books. We review all transactions in the open tax year and inquire as to any mis-categorizations to establish continuity for proper reporting.
- What education and/or training do you have that relates to your work?
Our experts hold specialized training in bookkeeping and fractional CFO services led by Ashleigh Rogers who holds an MBA and Certified CFO designation.