Frequently Asked Questions


We have captured the most frequently asked questions by our clients. If you don't see your question, please contact us. 

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What should the customer know about your pricing (e.g., discounts, fees)?

The fees listed are for our base subscription, which includes the Quickbooks software, setting up and reconciling bank feeds and on-demand, remote accounting support.. Additional services, such as tax returns, payroll services and consulting services are available for additional cost.

What is your typical process for working with a new customer?

Typically, we review prior years' tax returns and/or obtain the company's current accounting file, so it can be converted to the platform we use.

What education and/or training do you have that relates to your work?

Certified Public Accountant - Since 2005 Certified Management Accountant - Since 2006. I engage in annual professional development to maintain my CPA license. I also own several small businesses that keep me engaged in the latest ownership trends. 

How did you get started doing this type of work?

I created a subscription based accounting and consulting service that I would use myself as a small business person with ownership/involvement in multiple small companies. I also had input form other business owners and friends that now use my services to simplify their lifestyle and free up more time as business owners. 


What advice would you give a customer looking to hire a provider in your area of work?

Find a professional that has both technical expertise and relevant business experience.

What questions should customers think through before talking to professionals about their project?

I would ask my clients to consider what level of service they need. The subscription based service is ideal for most small businesses with straightforward transactional needs. However. some businesses may need a more comprehensive financial package, which may also be available at an affordable price.

Describe a recent project you are fond of. How long did it take?

I recently helped a client transition both his bookkeeping and payroll services to my platform. In addition to cleaning up some transaction issues created by the prior accountant, I was able to cut his fees by half.

What types of customers have you worked with?

Mostly early-stage businesses and service-oriented companies. My service caters to companies with fairly basic bookkeeping needs, but need guidance and review, to ensure things are correctly classified and that books are prepared in a tax-friendly manner. Some of my current customers that fit this profile are; Construction Contractors, Insurance Agents, Property Owners, Marketing / Web Design Professionals, Brokers & Traders, Lawn Care, Small Non Profits, and Independent Contractors in various industries.