FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
What Customers Should Know About Our Pricing: 1. Bookkeeping Packages with Value-Added Services: -We offer comprehensive bookkeeping packages that include not only standard bookkeeping tasks, but also additional value-added services designed to meet your specific business needs. -Our packages cover services such as financial reporting, payroll processing, tax preparation, and financial analysis, ensuring that all aspects of your financial management are handled efficiently. 2. Competitive and Reasonable Pricing: -Our pricing structure is very competitive and reasonable compared to the market rates. We strive to provide high-quality services at a cost that offers great value for money. -By bundling various services into our packages, we can offer a more cost-effective solution than if you were to purchase each service individually. 3. Transparency and No Hidden Fees: -We believe in complete transparency with our pricing. All costs are clearly outlined upfront, so you know exactly what you are paying for. -There are no hidden fees or unexpected charges. Our goal is to build trust through honest and straightforward pricing. 4. Customization Options: -We understand that each business is unique, and therefore, we offer customization options for our packages to better fit your specific requirements. -Whether you need additional services or want to adjust the level of support, we can tailor our offerings to match your business needs. 5. Free Initial Consultation: -To help you understand our services better and assess your specific needs, we offer a free initial consultation. -During this consultation, we will discuss your business requirements and provide you with a detailed proposal and pricing structure. By choosing our bookkeeping services, you are opting for a cost-effective, transparent, and customized financial management solution that supports your business growth and efficiency.
- What is your typical process for working with a new customer?
Our typical process for working with new clients in bookkeeping, accounting, tax, and other financial services begins with an initial consultation to understand the client’s business, financial needs, and specific goals. We then provide a detailed proposal outlining the services, costs, and terms of engagement, followed by signing a formal agreement. During the onboarding phase, we collect necessary documentation, set up accounting software, and integrate it with the client's financial systems. We then proceed to gather and analyze financial data to establish a baseline, implementing regular bookkeeping, accounting, and tax services while maintaining open communication through regular meetings and detailed reporting. Finally, we continuously review and optimize financial processes, providing ongoing advice and support to help the client achieve their financial goals. This structured approach ensures personalized, efficient, and effective financial management tailored to each client's needs.
- What education and/or training do you have that relates to your work?
With over 35 years of experience in Accounting, Bookkeeping, Finance, Payroll, Internal Controls, Internal Auditing, Budget & Forecasting, Financial Analyses, Taxation, and Process Improvement (Tool Re-Engineering), and CFO duties, Mr. Joe R. Estrada brings unparalleled expertise to the table Certifications & Licenses: Enrolled Agent (EA-License to practice before the IRS in all 50 states) Certified Public Bookkeeper (CPB-License Nationally) Certified Internal Controls Auditor (CICA-Certification) Certified Payroll Specialist (CPS-License) Certified QuickBooks Advisor (CQA-License) Certified QuickBooks Pro-Advisor (Software Financial Program) Associate of Art-Business Adm., St. Philips College, San Antonio, TX. Bachelor of Science-Accounting, Nova Southeastern University, Ft. Lauderdale, FL. Master of Science-Accounting, Liberty University, Lynchburg, VA.