FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Onboarding, clean-up and project based work are billed at a rate of $95/hour. This is a blended rate between our CPAs on staff and our in house bookkeeping team. For routine monthly work, we offer a flat rate of monthly billings dependent upon the size and complexity of the work. These rates can range anywhere from $300/month to $40,000/month.
- What is your typical process for working with a new customer?
We like to start with a phone discussion to get a feel for what the customer needs and determine how best we can serve them. Once we move to the next step, we schedule an in-person meeting if time and distance allows to go over the current accounting records face-to-face and get a more in-depth analysis of what the project entails. During the actual project, we work independently through the bulk of the data while accumulating questions and follow-up items for the customer, which we then go over with them in detail. Once a customer is fully on-boarded into our system, we are on a routine, monthly task list going forward and the customer can reach out to us at any time with questions throughout the engagement.
- What education and/or training do you have that relates to your work?
Education: Old Dominion University, Norfolk, VA Bachelor of Business Administration – May 2010 – Cumulative GPA 3.72 – Graduate with Distinction Concentration: Accounting Certifications and Memberships: Certified Public Accountant (CPA) – State of California: License #118844 American Institute of Certified Public Accountants (AICPA), member California Society of Certified Public Accountants (CalCPA), member Roseville Area Chamber of Commerce, Board Member 2017, 2019 Allegiant Giving Corporation, Board Member, 2018 to current Ignite Young Professionals, Chair 2017