Yes, we do offer a free initial consultation. It allows both of us a chance to determine if our services are a good fit to your situation.

Our fees are either fixed or hourly. Our goal is to save you more money than the cost of our services. After speaking with you for the first time we will quote our fee based on exactly what you need and send it to you in writing.

Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning? - Do you need help forming a corporation, LLC or some other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping, accounting, or CFO functions? - Are there any specific issues with your taxes that need to be addressed?

We work with small businesses and individuals. On the business side, we work in many industries including service based companies. If you have a particular niche feel free to contact us and we will decide together if we are a good fit.

We make it our priority to reach out to our customers on a consistent basis because we care about the success of your business. We will provide timely advice and planning, striving to allow you to grow and save money.

It starts with receiving your source file or documents. This can be an in person meeting, conference/zoom call or can all be done online if you prefer. We report back to you with the information needed to make smart decisions and becomes the foundation for our ongoing conversations. We have a very organized system of communication that promotes efficiency.

The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions and decide if we are the right fit for each other.

We are interested in your questions and we want you to ask them. That makes for a great relationship. For the most efficient and quickest response please email us, this way we can respond even if we are away from the office.