FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is competitive and transparent. We offer fixed-fee packages for standard services—such as monthly bookkeeping, business tax preparation, and CFO support—as well as custom quotes for more complex projects. We also provide discounts for long-term contracts or bundled services, and we always discuss fees upfront so there are no surprises.
- What is your typical process for working with a new customer?
We start with a complimentary discovery consultation to understand your financial goals and current challenges. From there, we develop a tailored proposal outlining the services, timeline, and pricing. Once you approve, we kick off the project with a detailed planning phase, followed by implementation with regular progress updates and ongoing support.
- What education and/or training do you have that relates to your work?
Our team has extensive training in accounting, bookkeeping, and tax services, backed by over a decade of industry experience. We’re also certified QuickBooks ProAdvisors and continually update our skills through advanced courses in financial management and accounting practices.