FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We generally bill on a retainer or asset based pricing schedule depending on the type of service needed by the client. Taxes are
- What is your typical process for working with a new customer?
I spend 20-30 minutes reviewing your situation over the phone or through google hangout to see if our firm can even help you.
- What education and/or training do you have that relates to your work?
I am a CFA Charterholder and Certified Public Accountant (CPA). I have acquiried multiple companies and hel