- What should the customer know about your pricing (e.g., discounts, fees)?
Our typical pricing for accounting, bookkeeping, or payroll will be a set monthly fee. Once we agree on an engagement, you will receive an engagement letter detailing our deliverables and pricing and a link to enter your payment information. We will charge you your monthly fee on the first business day of each month. This fee includes all phone calls, emails, meetings with us, so you do not have to worry about any surprise bills later on.
- What is your typical process for working with a new customer?
Our process starts with an initial call or consultation to introduce ourselves and learn more about the client. If this is a good fit, we will provide a proposal outlining the deliverables to the client, as well as pricing - we will present this proposal and answer any questions. Once the proposal is accepted and signed, we will have our first onboarding meeting, where we get access to al of your accounts, ask detailed questions, and answer any detailed questions you may have. We also establish a good workflow that works for you regarding any deliverables. After onboarding, we get to work with cleaning up/optimizing your financials, coding, reconciling, etc. During the first two to three months, we schedule monthly calls to walk you through your financials, get feedback, and be highly communicative with you about anything that is on your mind. We also work closely with your tax CPA to provide updated financials as often as needed so they are kept up to date with any changes in your business.
- What education and/or training do you have that relates to your work?
I am a CPA in the state of Texas. Most recently I've led the accounting team at a very innovative and entrepreneurial accounting firm where I've worked with over 100 businesses on all accounting needs. During my time there, I was able to guide our clients through several stages of growth, and grow their accounting, reporting and processes along with them. My past experience includes work in real estate and portfolio accounting, as well as several years working in public accounting auditing medium and large businesses in Texas and beyond.