FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We have a standard pricing system. our bookkeeping price is dependent on 1.Type of entity (sole proprietor, partnership, corporation etc.) 2. Number of transactions 3.Complexity of accounting 4. Ability to pay Regarding tax preparation, our pricing is based on the forms being prepared. We offer bundle deals for clients who use us for multiple services (ex. bookkeeping + tax preparation.) We work well with any budget, and our fees are negotiable.
- What is your typical process for working with a new customer?
We want every new client to know they in good hands. The first step is always an initial meeting where the client can explain their needs. During this meeting we will negotiate the scope of the project(s) and the price. Afterwards, an engagement letter will be signed, and once signed we will start to work. This process usually takes 2-3 days (at most.)
- What education and/or training do you have that relates to your work?
I hold Masters Degree in Accounting from Sam Houston State University and an MBA. I have been the controller of five different companies in 5 different industries, and am licensed and certified by the IRS as a tax expert. I have the right to represent tax payers before the IRS.