FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge an hourly rate for our bookkeeping and general accounting services. Full service clients are charged a flat monthly rate agreed upon before services begin. Tax preparation is determined on complexity of return and number of forms completed.
- What is your typical process for working with a new customer?
We provide 30 minute free consultation to discuss your needs and pricing. An engagement letter is provided and must be signed detailing list of services, fee for services, and when services are to be provided. Once the engagement letter is signed, a new client email is sent listing in detail the requirements to begin working on your account. We have an easy and complete onboarding process to provide best service to you.
- What education and/or training do you have that relates to your work?
CPA with a degree in accounting, continuing education for tax and accounting