What are your hours?
My hours are 9:00 am to 5:00 pm.
Do you offer a free consult?
Yes, I offer free consults.
Do you take walk-ins?
No, I do not accept walk-ins.
Are you accepting new clients?
Yes, I am accepting new clients.
How do I get started working with you?
Do you provide customer service by phone, email, or both?
Both, I provide customer service by phone and email.
What do you specialize in?
What is your price range for an individual income tax preparation and filing service?
I don’t provide tax services.
Do you know QuickBooks?
Yes, I work with QuickBooks.
Do you know NetSuite?
No, I don’t work with NetSuite.
What documents do I need to provide you with?
I provide a checklist of documents I need from you.
How can I send you documents?
You can send documents through a secure client portal.
Do you take credit cards?
Yes, I accept credit cards.
When do you expect payment?
I expect monthly payments through authorization signed with agreement.
How is your service different from others in your field?
I get to know you and your business, customize to your needs, and respond within 24 hours with your choice of communication.
What happens if I am not satisfied with your service?
Call me personally on my cell phone and I will make it right.
What if I don’t know what I need?
I will review your books and give you recommendations.
Why should I buy from you?
I love to help home services companies grow a profitable business so they have more time to spend with their family and friends doing the things they love.
What return on investment should I expect for my investment in your services?
Peace of mind, knowledge that your books are done right the first time, and increased profitability.