FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Standard pricing for our services range from $100 - $400 a month.
- What is your typical process for working with a new customer?
Our typical process when we work with a new customer is sitting with them and customizing financial services that will fit their business goals. We find when you ask a business owner where they want to see their business in 5 years that's when you can begin to get on the same page.
- What education and/or training do you have that relates to your work?
We have a CPA, Tax Accountant and a financial professional that has over 10 years in the accounting industry. We also attend business seminars and conferences to stay abreast of the latest changes in the tax laws for small businesses.