FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Usually we provide reasonable and competitive rate including referral discount.
- What is your typical process for working with a new customer?
We begin with a complimentary 30-minute consultation to understand your specific needs, business structure, and objectives. This initial discussion allows us to assess the scope of work and determine how we can best support you. Following the consultation, we will request relevant documents for preliminary review through our secure client portal, ensuring confidentiality and data protection. Based on our review and the complexity of your requirements, we will then provide a clear, customized fee estimate and outline the recommended services before commencing any engagement.
- What education and/or training do you have that relates to your work?
Licensed CPA and QuickBooks Pro advisor and licensed health and life insurance.