Our minimum price for a package of services is currently $6,000 per year, or $500 per month. Most clients pay us monthly. Some choose to pay quarterly. The price for your specific package of services will be based on the services we provide you and the value they create for you. We promise to deliver value in excess of the price you pay.
When people ask “what is included in the price?” often they are really asking, what services do we provide, or what tools do we use. We have many tools that we use to help our clients achieve their desired outcomes. Your package of services will be custom designed for you.
Included in your package of services will also be unlimited access to us at no additional charge. Call, email, or stop by, any time you like without worrying about receiving a surprise bill from us. You will also receive our firm guarantees, which are listed in another FAQ below.
What we discuss in our periodic advisory meetings depends on your situation and your concerns. We often address the following topics:
In order to work together, we must both agree that the value you receive will exceed the price you pay. If you ever don’t feel that’s the case, we will take a step back, listen to your concerns and objectives, and restructure your package of services to meet your needs.
Yes, we stand by our work, and we do offer several guarantees:
No, you do not have to sign a one year agreement. When we design a package of services for you, we will quote you a monthly price. If you ever want to stop using our services, simply give us 10 days written notice.
That being said, you should consider, before signing up with us, that we are a relationship-based CPA firm. It is the relationship we build with our clients that allows us to provide more value to them the longer we work together. The more familiar we are with you, the more we can apply our knowledge and expertise to your specific situation. If you are going to sign up with us, it is really in your best interest to stay with us for the long term.
We do not bill by the hour. All services are packaged and upfront priced. That way you always know the price before you begin, and you do not have to worry about any financial surprises from your accountant.
Yes, there is an upfront onboarding charge. There is almost always some kind of initial, one-time work to be done. For example, we may have to catch your bookkeeping up to date, file a tax return, set up a financial dashboard for you, redesign your accounting or payroll system, or develop company specific key performance indicators. Your specific onboarding price will be based on the work that needs to be done and the value it provides you. We promise to deliver value in excess of the price you pay.
Designing the perfect package of services for you is a collaborative process. First we listen to your current challenges and objectives. Then we analyze your unique situation and diagnose the problems. Finally, we develop a plan to help you get the results you want. If you read about Our Process For Bringing on New Clients , you will see that there are several times during the process where we confirm with you that our thinking is accurate and that we are on the right track. In fact, we encourage you to point out areas in which the plan we are developing doesn’t meet your needs. That allows us to make changes in advance of finalizing it. It is much easier to get everything right from the beginning.
Sometimes, however, after working together for a while, we realize we didn’t get it quite right. Other times, your situation has changed and you need a different mix of services. No worries. In these situations, we just take a step back, listen to your concerns and objectives again, and work collaboratively to restructure your package of services to meet your needs.
The value you receive must exceed the price you pay.
No, you do not have to come into our office every quarter for your periodic advisory meeting. We are very technologically advanced and often conduct our quarterly meetings via video conference. All you need is a computer or smart phone to participate. This allows us to serve clients from a long distance, even those who live no where near our offices. Of course, phone calls can work too, and depending on the situation, we may find it more appropriate to hold the meeting at your place of business. After the meeting we will also deliver you an electronic copy of the reports we used in our meeting via our secure web portal, so you can review them at your leisure and ask follow up questions.
Our process for bringing on new clients is formal and generally follows a set format:
Yes, you will have one main point of contact at our firm. This will most likely be the team member who does your monthly accounting work for you. However, to make sure you get the best of the variety of areas expertise and experience in our firm, you may receive guidance from different team members at different times. You are also welcome to contact a partner at any time if you have a question or concern, and you will never receive a surprise bill from us.
No, you will not be billed for phone calls. In fact, you will never be billed for anything unless we have discussed it in advance. All our services are priced upfront. We do not charge by the hour. Our goal is to remove financial surprises from our clients lives and to build a relationship of trust in which we can serve as your strategic advisor, helping you make decisions in your business and your life. If you were afraid to pick up the phone to call us, for fear of getting a surprise bill, like you probably do when you call your lawyer, that just wouldn’t work. No financial surprises!