FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Free initial consultation and review of prior tax returns! Bookkeeping rates are dependent upon the job required (number of transactions per month, level of work requested, etc.). Monthly rates are a minimum of $100 per month. Tax returns, tax planning and business planning rates are based on the type of return required and scope of work required. We will assess your accounting needs and provide a free estimate.
- What is your typical process for working with a new customer?
Phone or in-person interview to assess your accounting/tax needs. We also review your books for free and will write up an assessment of what needs to be done to bring your books up-to-date. This assessment is included in the one hour free consultation at no charge. If you only need tax returns or financial/business planning, one of our accountants or a CPA will contact you to set up a meeting. We also provide a free consultation with review of your past tax return(s).
- What education and/or training do you have that relates to your work?
We are QuickBooks ProAdvisors with Advanced Online Certification and are also Xero Certified. We have accountants and a CPA on staff. We can work with any accounting program. We are Salesforce savvy as well. We have been in accounting and business for over 30 years.