FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We believe that professional bookkeeping and accounting services should be accessible to all and our focus is on individuals, families and small business. Typically, our bookkeeping services start at $55/hr and our CPA rate starts at $100/hr. For tax preparation, we like to have a conversation with our clients to see what will save them the most money. In some cases, it may be more savings to utilize our price per form services instead of hourly services.
- What is your typical process for working with a new customer?
We like to start with a conversation about you and your business. It gives us a better idea of what your are looking for in an accountant and/or bookkeeper. From there we review your financial information and provide a quote to you. If you are looking for tax preparation services, we automatically do a free review of your prior year taxes to see if a deduction was missed then we collect any other information needed to accurately prepare taxes.
- What education and/or training do you have that relates to your work?
Our staff hold graduate degrees in accounting. We have a CPA on staff and are all IRS certified to prepare taxes. We are also a Xero Partner and Wave Partner.