FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is custom tailored to each client. It consists of the desired services (bookkeeping, tax prep, payroll, etc), and the volume and complexity of work. We are happy to provide a free consultation to review your needs and present a proposal.
- What is your typical process for working with a new customer?
We begin with a free consultation to better understand your business' needs and goals. We will follow that up with a proposal of services. Once a client accepts we jump into action immediately and begin onboarding systems, banking, software, and a dedicated team.
- What education and/or training do you have that relates to your work?
Our team combines expertise from various industries: accounting, finance, investment planning, technology, and business management.