FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We're definitely not a "lowest bidder." Our full service typically runs between $500-$700 per month. That includes everything: bookkeeping, regular meetings and phone calls, tax planning, tax return preparation. It's less than what you would pay a part-time bookkeeper with higher quality of work.
- What is your typical process for working with a new customer?
First we have an in-depth conversation about their business. We then send a proposal offering different levels of service.
- What education and/or training do you have that relates to your work?
Scott Keithly, CPA, has a Master's in Accountancy and a CPA license. He previously worked at Ernst & Young, one of the "Big Four" accounting firms. David Glenn, CPA, has a Master's in Taxation and used to be an IRS auditor.