- What should the customer know about your pricing (e.g., discounts, fees)?
We offer bundled Package service options at fixed/value pricing rates on either annual, quarterly, or monthly basis. For tax preparation, our fees are primarily based on the forms we prepare. Ongoing monthly bookkeeping services are priced based on transaction volume and complexity. QuickBooks Training and consulting services are typically billed at hourly rates.
- What is your typical process for working with a new customer?
We have a very intentional exploratory process where we assess your tax, accounting, and bookkeeping needs, including pain points and bottlenecks. We then follow up with a more detailed questionnaire to understand your business model and which services you are looking for. If we are the right fit for each other, we will get to work!
- What education and/or training do you have that relates to your work?
*IRS Enrolled Agent-federally Licensed Tax practitioner authorized to represent taxpayers before the IRS *Intuit QuickBooks Online Advanced Certified ProAdvisor