- What should the customer know about your pricing (e.g., discounts, fees)?
For the entrepreneur who needs basic reconciliation and reporting services we have our extremely popular MONTHLY BUSINESS BUNDLES. We build these bundles around the needs of the client and they are FLAT RATE monthly bundles! We offer flat rate bundle and "a la carte" services for growing businesses!
- What is your typical process for working with a new customer?
Step 1: FREE Initial Consultation Step 2: Client completes our onboarding form, uploads the requested documents, and gives us access to their books for review. Step 3: Our team reviews the client's file and books. Step 4 : We create a plan for the client's accounts and submit a proposal to the client Step 5: We execute plan and client receives clean financials that help them take their business in to a bright and profitable future!
- What education and/or training do you have that relates to your work?
Our senior consultant, Allie Corrigan, has over 20 years of financial management experience, starting with working in the Financial Management Office at the US Embassy in Singapore. The Business Shoppe is affiliated with Summit CPA's. Tim Wood is the head CPA at this firm and has over 30 years of accounting and tax filing experience. We have a team of experienced bookkeepers and specialists with years of education in the field of accounting and bookkeeping.