Millennial Bookkeeping & Advisory Services
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- Eileen B.
It is not very easy today to find a company that not only meets your expectations and standards, but also goes well beyond them. Lavera & Teresa do exactly that. They easily alleviate the stress & anxiety of organizing and managing your bookkeeping needs, while also offering so much more. They really do listen to help you understand so that you can make intelligent and comprehensive plans with your hard earned money and expenses. Additionally, their highly effective mobile services allows you to save you time and money. I would strongly recommend to talk with them before making changes or updating your bookkeeping needs. Howard B.Apr 5, 2018Millennial Bookkeeping & Advisory Services's reply
- Donnie S.
Excellent company...highly recommend them. Quality work and great attention to detail.Mar 5, 2018Millennial Bookkeeping & Advisory Services's reply
Thank you Donnie we love what we do for our clients
- What should the customer know about your pricing (e.g., discounts, fees)?Millennial Bookkeeping & Advisory Services offers fixed, value pricing. We focus on the value we bring to you versus the amount of hours it takes to get the job done.
- What is your typical process for working with a new customer?For all clients we send an initial questionnaire to determine the base level of service you will need. This questionnaire is electronic and connected to our calendar so setting your initial consultation is seamless. During the consultation (virtual web meeting) we discuss your answers to the questionnaire and other concerns; we take a walk through your current accounting process (softwares included) and take note on pain points. After the initial consultation (1 hour), we compose and send a proposal within 24 hours (most times sooner). Once the proposal is accepted, we begin our onboarding process.
- What education and/or training do you have that relates to your work?Millennial Bookkeeping & Advisory Services has over 20 years of accounting and tax preparation experience. Both principals are degreed Accountants.