FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our firm's pricing is based on the services that are needed for you or your business. In most cases we have to speak and meet with the client to see what their needs are and then quote our fees.
- What is your typical process for working with a new customer?
We go through a thorough process to evaluate their business and what their accounting needs are. We perform all the accounting services of financial statements, tax returns, bookkeeping, estate planning, retirement planning, consulting to improve overall financial position and profitability, mergers and acquisitions, and any other services your company needs.
- What advice would you give a customer looking to hire a provider in your area of work?
When chosing an accountant for you or your business one should check with the state's licensing board, get references and make sure you choose an experienced professional.