- What should the customer know about your pricing (e.g., discounts, fees)?
Affordable rates. We are CPA's but we charge bookkeeper rates for bookkeeping work. Our bookkeeping service provides the foundation for efficient Tax structure discussions, and family tax and retirement planning. You will save more in taxes and compliance fees than it costs you to hire us.
- What is your typical process for working with a new customer?
Begin with an initial consultation, determine scope of work required and ensure we are the right fit to partner with your business.
- What education and/or training do you have that relates to your work?
Certified Public Accountant - North Carolina #43829 American Institute of Certified Public Accountants North Carolina Association of CPA's - NCACPA ID# 179776 Institute of CPA's of Ontario