FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing system works on a flat basis; once we agree on a fee, we provide the highest quality of service without taking into account the time it will take us to complete the project. This system ensure that the quality of the work is not impacted as a result of professional fees. In order to avoid over charging, first year clients tend to receive lower fees than usual; this allows us to understand the client work throughout the first year and reassess the work correctly on the second year and on wards. During this period, the client is introduced to our quality of work at low expense so that they decide for themselves if they want to continue the relationship.
- What is your typical process for working with a new customer?
We begin with a free consultation, which allows us to understand the potential client, their needs and financial goals. During this process we ensure the potential client becomes familiar with our practice and the quality of the work our professionals offer day in and day out. This allows us to exchange enough information to assess that our practice is a good fit for the client's needs and the client is a good fit for our practice. Our main goal in every client relationship is to ensure that our practice adds value to the financial lives of our clients. We will never on board a client unless we know for sure we can add value to the client. We build a bond on personal levels with all our clients that show mutual respect and understanding.
- What education and/or training do you have that relates to your work?
Everyone at our exciting and growing CPA practice is well trained with a proven successful background. All our professionals come from a Big Four accounting firm, who served some of the biggest banks on Wall Street and they are all either a CPA or MBA or both. One would assume hiring our firm would be like hiring one of the Big Four accounting firm except at significantly lower professional fees.