FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer several different service offerings including hourly bookkeeping services for start up clients to outsourced controllership for clients needing more advanced reporting but not yet ready to hire an accounting team full-time. We can meet with you to discuss your needs and design a service plan just for your business.
- What advice would you give a customer looking to hire a provider in your area of work?
When looking for a financial services firm, you should consider the level of education and experience the team members have. Are the team members degreed? Do they have advanced certifications?
- What questions should customers think through before talking to professionals about their project?
Most small business owners see financial services as a cost, a necessary evil. We hope to change that perception, helping the client see the value of understanding their financials and capturing the appropriate information to help manage their business. Financial statements are a tool to show the health of their company.