It’s free with no obligation to hire
Hired 56 times
9 years in business
(Pacific Time Zone)
Mon - Fri
8:00 a.m. to 5:00 p.m.
Credit card, Cash, Paypal
Top Pro status
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11 photos and 1 video
They are very knowledgeable about accounting information and had answers to all of my questions.Oct 5, 2017Verified
So helpful! Upfront about the fees which were very fair and affordable. Genevieve helped us with multiple suggestions and directed us to the best options available. Great experience!Jun 20, 2018Verified
Great to learn about your services and I now know you are right in my neighborhood! Thanks calling right away Tony!May 22, 2018Verified
5 star is very helpful, professional, and gets all the tasks complete efficiently and in a timely manner.Jun 22, 2017Verified
Genevieve and her staff are very professional and personable. Highly qualified go-getters that made me instantly feel comfortable handing them my books. Prompt relies to requests, pro-active advice and even optional podcasts and webinars in related areas of financial responsibility. I am a new client, but will be a long-term client!Nov 5, 2014Verified
- What should the customer know about your pricing (e.g., discounts, fees)?Accounting, tax and business consulting needs vary widely by the individual, company and industry. We don't like surprises and we know you don't either when it has a financial impact. To avoid this, we conduct a thorough discovery of your current activity, your goals and what type of support you would like from us. From that, we create a comprehensive, value-based and flat-rate quote that you can budget for month-over-month. Sometimes, it's difficult to assess activity when you're new to business. In that case, we provide a very competitive hourly rate for services.
- What is your typical process for working with a new customer?What you can expect: 1. A full discovery process up-front to clearly outline your needs and assess your activity and goals. 2. On-boarding can take a bit but it will be smooth sailing when it's done. We walk you through the check-list and help you through to completion. 3. Ongoing communication, reports, etc. vary with your needs and the services you have engaged. You should always expect great service and communication that works for you. We do send automated reminders and updates regarding laws, regulations or changes that may impact you or your business. 4. Our staff conducts quarterly check-ins, at minimum, to ensure you are satisfied and getting all the support you need.
- What education and/or training do you have that relates to your work?Always - continued education in accounting, tax and human resources is a must. Our staff continues education through Intuit, various human resources agencies, tax releases, seminars, webinars and more.