Leaf Point Solutions, Inc
Offers remote services
Offers remote services
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Accounting needs
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Accounting software
It’s free with no obligation to hire
Introduction: I have been in business for over two years. However, I started and sold another accounting firm a few years back. My reason for starting a new business was to expand our services. We found that our clients were needing additional business advisory services that we didn’t offer at the time. We have now combined our past expertise with our accounting and business advisory services to be a comprehensive firm at an affordable price. We service the small to medium sized businesses and nonprofits that aren’t quite ready for the larger advisory firms. We offer accounting, tax preparation, part time CFO, an on-site dedicated resource, and business advisory services. We have packages to fit most budgets. Let us be your small business partner and call us for a free consultation today to receive a quote.
Reviews
Customers rated this pro highly for work quality, responsiveness, and value.
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Read reviews that mention:
- Bill T.
Leaf Point Solutions has helped me with business formation and my startup’s monthly accounting needs. Their services are affordable and they are responsive to questions and hit our deadlines.
Jan 14, 2020
Credentials
Background check
Tonya Lopez
FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?We evaluate the services needed and prepare a proposal based on your needs. We proposed flat rate fees.
- What is your typical process for working with a new customer?We do a consultation to get an idea of the services needed. We will send a proposal with our proposed fees and tentative start date. Upon acceptance of the proposal, we will send an engagement letter. Once we receive the signed engagement letter, we will get started based on the proposed start date.
- What education and/or training do you have that relates to your work?We are degreed accountants and business advisors that are continuously taking courses and training to keep our skills updated and updated on the latest technology and resources available to best help us serve our clients.