FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Customers should be aware that our pricing at CPA United is based on the services you require and the complexity of your financial needs. We offer competitive pricing for accounting, tax, and fractional CFO services. While our fees may vary based on the scope of work, we always aim to provide transparent pricing with no hidden charges. We may offer discounts for long-term contracts or bundled services, and we are committed to providing value for your investment. The best way to get an accurate pricing estimate is to reach out to us directly, discuss your specific requirements, and receive a customized quote tailored to your business. We believe in fair and flexible pricing that reflects the quality and expertise of the services we provide.
- What is your typical process for working with a new customer?
Our typical process for working with a new customer at CPA United involves several key steps: 1) Free Initial Consultation 2) Needs Assessment 3) Proposal and Agreement 4) Onboarding 5) Ongoing Services 6) Communication and Reporting Our goal is to establish a collaborative and long-term relationship with our customers, providing them with the financial support they need to succeed and grow their businesses.
- What education and/or training do you have that relates to your work?
I have a Bachelor's and Masters degree in Finance and Accounting, and I am a Certified Public Accountant (CPA) with 16 years of experience in the field. I have also completed regular industry trainings to stay updated with the latest industry standards and regulations. My education and ongoing training enable me to provide expert financial services and stay current with the ever-evolving financial landscape.