Our goals are to utilize proven accounting strategies to help you minimize your liabilities and maximize your cash flow.
27 years in business
1 hire on Thumbtack
Customers rated this pro highly for professionalism, responsiveness, and value.
Very soon to say but up to now very satisfied and seem to be cheaper than previous accountant.
Dec 21, 2017Verified
Photos and Videos
What should the customer know about your pricing (e.g., discounts, fees)?
The price quoted may have additional fees if the clients trial balance work is not accurate or complete. We woudl quote that before engaging them after we learn about the discrepancy.
What is your typical process for working with a new customer?
After they agree to working with us we hand select their (virtual controller) at the firm they will be working with and begin on boarding them and their documents needed for monthly bookkeeping or tax planning.
What education and/or training do you have that relates to your work?
The firm has CPA, ASA , CIP, CMA certifications as well Gold certifications in Quickbooks and XERO and many others.