- What should the customer know about your pricing (e.g., discounts, fees)?
We structure our pricing to meet the individual needs of our clients. We offer flat fee monthly pricing, as well as hourly rates. Our services are designed to be comprehensive yet economical, providing peace of mind while saving time, money and resources for the business owner.
- What is your typical process for working with a new customer?
We will typically offer a free initial phone consultation to discuss the needs of a potential client. Thereafter, we will offer a free in office appointment for the potential client, in order that they may meet the entire team who will be working with them. This includes the CPA, the bookkeeping manager, as well as the client services director. At that point the new client can fully determine if we might be a good fit form them and their business.
- What types of customers have you worked with?
We specialize in the needs of small to mid-sized business as they related to their bookkeeping, tax prep and accounting issues.