FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
There are discounts available for multi-year contracts.
- What is your typical process for working with a new customer?
We have a 5 step process to onboard a client. 1. We meet with you by video conference/telephone to see if our firm is a good fit for your accounting needs. 2. We sign an electronic non-disclosure agreement to allow us to examine your documents. 3. We create a secure portal that allows you to exchange documents and notes with us securely. 4. Within 2 days we review your documents and send an estimated cost to complete your work. 5. We send an electronic engagement letter for signature that allows us to provide professional services.
- What education and/or training do you have that relates to your work?
We have Certified bookkeepers, Certified Public Accountants, and IRS Enrolled Agents on staff to provide services.