- What is your typical process for working with a new customer?
1. Fill Out Our Form! We want to learn more about you and your business! Once we have all of your details, our team will have a better understanding of how we can support you. 2. We will hold a Discovery Call. Let's virtually meet. We will schedule an introductory call to learn more about your wants, needs, and goals. Just call us your new financial confidant! 3. We've Got It From Here! Sit back, relax & let us take care of the heavy lifting! From timely reconciled books to monthly reports outlining your numbers - we handle it all. Say hello to financial peace of mind.
- What education and/or training do you have that relates to your work?
Several years of experience in public tax accounting, CPA, and professional bookkeeper.
- What types of customers have you worked with?
A variety of small business owners! Reach out to us today!