FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer fair, transparent pricing built for small businesses, starting with a free 1-hour consultation. New customers also receive 50% off their first 5 hours, plus an additional 50% off 5 more hours for each referral.
- What is your typical process for working with a new customer?
We begin with a conversation to learn about your business and understand your goals. From there, we create a tailored plan focused on bookkeeping, budgeting, taxes, expense management, or financial analysis—whatever will help you the most.
- What education and/or training do you have that relates to your work?
Our team holds a Bachelor’s and Master’s in Accounting, as well as an MBA, supported by professional experience in corporate finance and accounting. We are also certified Microsoft Office Experts, giving us the technical edge needed to build clear, accurate financial tools and reports.