- What should the customer know about your pricing (e.g., discounts, fees)?
We are open to any kind of negotiation - the best way to make an accurate quote is by taking a good look at the job as a whole and giving you an estimate based on how much work it will take. We also offer competitive prices for our services, while not compromising quality in any way! Price does not define quality. We always strive to meet every client's needs in terms of pricing; we're not here just to rake in money! Price reflects what one wants, but value defines need. Our advice would be to focus more on "value" rather than price alone.
- What is your typical process for working with a new customer?
If meeting in person with clients for the first time is preferred, we are happy to do so. Otherwise, we communicate through email and arrange phone or video conferences upon request. Our typical process with a new customer would be to learn about the client's business, identify its needs and expectations, and create a comprehensive plan based on these key points. By creating this base of operations we can start implementing strategies and other actions that will lead us towards our common goals! Our process is completely transparent from start to finish.
- What education and/or training do you have that relates to your work?
We are a devoted team at XOA Tax, consisting of CPAs, Bookkeepers, Payroll experts, and Tax lawyers to best accommodate you for your Startup to Financial Planning. We keep reading updated laws and regulations; we attend local workshops and national conferences to expand our knowledge - we take training courses offered by different entities in order to be able to teach others what we know. The best way to keep ahead of the game is to develop yourself professionally for your own good!