FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We have varying menus of services. Most often clients hire us for training, problem correction, monthly close or just handling everything to get it off their plate so they can focus on their business. We’ll handle the file prep all the way through filing the return, whatever you need. Monthly packages start at $250/mo and hourly training or consulting services range from at $50-$125/hr. Business returns start at $500.
- What is your typical process for working with a new customer?
First call is always free. We both need to make sure that we are a good fit for each other. Once we determine what you need and how we can help you in the best way with speed to solution, we’ll get an official proposal over to you with costs and service details. As soon as you have all your questions answered and are ready to get moving, return your engagement letter and we’ll get to work. Some projects require a minimum down payment to begin, others don’t.
- What education and/or training do you have that relates to your work?
We have CPA’s, EA’s and Accountants at the ready to help you get your books flowing crystal clear. QuickBooks Advanced ProAdvisors, Xero, Gusto, Payroll, and CBP certified accountants.