FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing structure is designed to give you consistency in your accounting costs while ensuring your financials are accurate, compliant with tax and accounting requirements, and usable for reporting and decision-making. We establish a budgeted monthly rate based on the level of accounting support your business requires—this reflects transaction volume, complexity, the specific requirements of your industry (such as inventory, revenue recognition, or POS systems), and your core services, including maintaining accurate financial records and producing financials that support tax compliance and decision-making. If prior period cleanup is needed, that work is handled as a separate, one-time engagement. This allows us to bring everything current and properly structured without affecting your ongoing monthly billing. If additional support is needed beyond your core services—including matters driven by tax law or accounting regulations, one-time transactional or compliance-related items, or more advanced strategic planning—it may result in additional billing if it exceeds the budgeted scope. This approach reflects how accounting is handled in larger organizations: defined scope, consistent processes, and pricing aligned with the actual work required—not generic packages with hidden fees that lack transparency.
- What is your typical process for working with a new customer?
Most engagements start with access to your QuickBooks so we can perform a thorough review of your current records. From there, we establish a clear starting point. If the books are in good shape, we move forward quickly. If they are behind or inconsistent, we determine the best path—whether that means correcting prior periods and addressing any impact on past filings, or adjusting balances and moving forward cleanly. The goal is to get your accounting to a place where it is accurate, consistent, and usable—without doing unnecessary work or creating additional issues along the way.
- What education and/or training do you have that relates to your work?
Master of Tax Laws - Sturm College of Law - University of Denver 2005 Bachelor of Commerce - Accountancy - DePaul University 2000 I am also a professor of Accounting at Metropolitan State University of Denver in both the school of Hospitality and the School of Business.