- What should the customer know about your pricing (e.g., discounts, fees)?
We generally charge by the job; for instance - our average personal return costs $250 - $400, our average business returns $400 - $750, and monthly bookkeeping services $250 - $350/mo. We do many jobs of each category that are more and less than these ranges - the ranges are simply our typical customer.
- What is your typical process for working with a new customer?
We like to have an initial phone call or text chat to determine whether an in-person meeting is necessary. We encourage electronic submission of documentation and provide secure means by which to do so. We ask our clients to contact us when they have questions so we can solve problems quickly and develop a long-term relationship.
- What education and/or training do you have that relates to your work?
Tim Downer started in small business finance 18 years ago working with small public companies. He has in-depth experience with a wide range of unique business models and complex transactions. Tim believes in advocating for the client and to always put the client FIRST. All of us love accounting and love to help our clients overcome financial obstacles that are often overwhelming and frustrating.