FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Professional fees depend on the complexity of the service and the time it takes CFOCare to complete the service. CFOCare makes every effort to minimize its professional fees by working smarter and relying on its 36+ years of business experience to avoid unnecessary work.
- What is your typical process for working with a new customer?
Jonathan Copley works directly with every client. Jonathan ensures he has a thorough understanding of all aspects of the client's business and personal financial needs before starting work.
- What education and/or training do you have that relates to your work?
Former Managing Consulting Partner for both Andersen and Deloitte. Licensed as Certified Public Accountant and formerly as a Chartered Accountant in the UK. 36+ years helping entrepreneurs fulfill their dreams.