FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The price quoted may have additional fees if the clients trial balance work is not accurate or complete. We woudl quote that before engaging them after we learn about the discrepancy.
- What is your typical process for working with a new customer?
After they agree to working with us we hand select their (virtual controller) at the firm they will be working with and begin on boarding them and their documents needed for monthly bookkeeping or tax planning.
- What education and/or training do you have that relates to your work?
The firm has CPA, ASA , CIP, CMA certifications as well Gold certifications in Quickbooks and XERO and many others.