FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We typically offer a new client discount up to 15% for the first contracted service. We also offer a 10% discount to customers who have been loyally using our service for 12 months + We LOVE our clients!
- What is your typical process for working with a new customer?
Once we have made our introductions, we will schedule a time to meet with you. This usually via a phone call or skype. If you should decide you would like to meet in person, we do ask for a $25 deposit in case of no-shows (yes, someone burned us, sorry). We ask for this deposit to be paid via Paypal, Venmo or Credit Card. Should we agree to do work, this amount will be applied to the project, if we agree to part ways and we unfortunately haven't convinced you to do business with us, we will promptly refund your deposit. During this initial consultation we will determine your business needs. We ask a lot of questions and we do a lot of listening. Based on what you tell us, we will draft an estimate which we will send to you via email for you to review. If you agree, we will send a client contract (says we won't share your info and asks you pay promptly for the services we provide) that we ask you sign. Once signed, one of our staff accountants will begin work on your account!
- What education and/or training do you have that relates to your work?
All of our staff have at least a B.S. degrees in Accounting or Finance. We are QuickBooks certified but have strong experience in many different software systems including Peach Tree, Quicken and others.