- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is very competitive. We are a fully online firm, we specialize in accounting for small businesses. Generally, we charged a flat rate for prepartaion, tax planning, and other services. For bookkeeping, we charged a fixed monthly fee. You should expect reasonable and fair pricing.
- What is your typical process for working with a new customer?
We have a formal onboarding process.
- What education and/or training do you have that relates to your work?
Throughout my career, I worked at many financial firms along with accounting firms in the world. I much prepfer helping smaller businesses optimize their taxes and accouting to free up time to focus on what matters most. Tax Planning Projections Tax Preparation