FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We price our engagements on a fixed fee based on an agreed upon scope. If the scope changes over time, we can always re-evaluate, but we have found that business owners prefer to know exactly what their services will cost and to budget appropriately for them. We take a holistic approach to all of our engagements and believe it is pivotal for your accountant to really understand and help optimize your business from a financial perspective. Along these lines, we have structured all of our engagements to provide value beyond just the mandatory tax filings and bookkeeping, including providing KPI analysis and strategy sessions with a CPA who is an expert in your industry. We are always happy to have a short call with any prospective clients to talk through their facts and provide a fee quote based on the scope of work at hand.
- What is your typical process for working with a new customer?
First, we begin every engagement with a thorough review of your historical tax returns, bookkeeping, and financial processes to identify cash savings opportunities and areas of potential risk. Then, we create and implement a formal tax plan, and integrate KPI reporting, trend analysis, industry benchmarking, and projections so you have clear picture of where your business is at today, where it's been, and how it can optimize its tax and accounting functions going forward. Finally, once a plan is in place, we have a dedicated team of CPAs and financial experts at your disposal to support you and answer any questions as they arise.
- What education and/or training do you have that relates to your work?
Certified Public Accountant and Masters of Taxation