FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Flexible. Monthly management or quarterly management is a fixed price. Set-up and year-end depend upon size and time requirements.
- What is your typical process for working with a new customer?
1. Assess current business setup and needs via phone call or in person meeting. 2. Review current systems, if any 3. Set up systems (accounting, payroll, HR, compliance) and historical records per clients' needs. 3. Maintain clean, thorough and meaningful books on a recurring basis (monthly, quarterly, annually) 4. Continuously develop and track key business metrics and profitability insights
- What education and/or training do you have that relates to your work?
Certified Public Accountant [CPA] Bachelors Degree, Business Administration/Accounting More than half a decade of on the job training.