FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the specific services your business needs, the complexity of your books, the number of monthly transactions, payroll needs, tax filing requirements, and the level of ongoing support required. We begin with a free consultation so we can better understand your business and provide a clear, customized quote. We believe in transparent pricing, so clients know what to expect before we begin. There are no surprise fees, and we clearly explain what is included in your service package. We offer flexible service options for bookkeeping, payroll, tax preparation, business filings, and advisory support. For ongoing monthly clients, pricing may be structured as a flat monthly fee to make budgeting easier. We may also offer bundled service packages for clients who need multiple services throughout the year.
- What is your typical process for working with a new customer?
Our typical process begins with a free consultation, where we take the time to learn about you, your business, your current financial setup, and your goals. This helps us understand what support you need and how we can best serve you. From there, we move into a strategy session and proposal. Our team reviews your financial situation, identifies areas that may need attention, and develops a customized plan based on your business needs, objectives, and growth plans. Once you decide to move forward, we begin the commitment and launch phase. We get your books, documents, systems, and communication process organized so we can start working with clarity, consistency, and a strong plan in place. Our approach is proactive, not reactive. We help clients stay on track with clean and accurate financials, prepare ahead for tax obligations, minimize tax liabilities through thoughtful planning, and provide ongoing support from experienced accounting professionals who are committed to helping your business succeed.
- What education and/or training do you have that relates to your work?
Bachelor of Science in Accounting (Co-Founder) QBO Pro Advisor