What should the customer know about your pricing (e.g., discounts, fees)?
We serve the financial needs of small business owners in every state and industry with affordable flat-rate services designed to save time and maximize tax savings. Experience great value with our packages, including Business ($209/mo, billed annually) with your dedicated accountant, Corporate ($249/mo, billed annually), our most popular package that features business and personal tax preparation, along with access to our proprietary bookkeeping platform ClientBooks, and Enterprise ($399/mo, billed annually), which includes your dedicated bookkeeper.
What is your typical process for working with a new customer?
To start, we ask prospective clients to schedule a free, no-obligation consultation with one of our small business experts. This quick 30-minute call lets us learn more about your goals and challenges while discussing important filing deadlines, compliance requirements, deductions, and tax strategies. This allows us to match you with the right team and services to efficiently address your financial needs as you focus on growing your business.
As a new client, you will participate in a trio of calls that help set you up for maximum tax savings. The initial discovery call is designed to gain more detail about your business. During the call, your advisor will:
–Provide an overview of the Portal.
–Explore your entity classification election.
–Present tax compliance deadlines and other items required to keep you compliant.
An advisory call will follow 1-2 weeks later, and a quarterly business review call will conclude the process.
What education and/or training do you have that relates to your work?
Our certified public accountants have more than 17 years of experience on average. They must pass a rigorous exam, among other distinct educational requirements, to obtain their license. Once certified, they participate in continuing education courses to ensure their skillset is sharp and current so that they can best serve your business. In addition to our certified public accountants, our team comprises highly trained bookkeepers, enrolled agents, and payroll experts.
How did you get started doing this type of work?
We were built by accountants and made for small businesses. We were founded by veteran certified public accountants with the intent of bringing their experience gained at big international accounting firms to small American businesses. Our services are powered by a mix of experts and technology, which allows your business to move faster while we substantially minimize your annual tax burden.
What types of customers have you worked with?
We work with small and medium-sized business owners, entrepreneurs, self-employed gig-style workers, and more. We serve businesses in all 50 states in both traditional and emerging industries.
What advice would you give a customer looking to hire a provider in your area of work?
Entrusting your accounting partner with your business's sensitive financial work is an important entrepreneurial milestone. When you do, you gain the time and peace of mind to fully focus on taking your business to the next level. But which partner is right for you? We have a 4.5 Excellent rating based on nearly 7,000 reviews and advise prospective clients like you to schedule a free, no-obligation consultation to learn what we can do for your business. On average, we save clients over $12,000 per year. Getting started is easy, and if you find that a service isn't suitable for your business, you can request a prorated refund as part of our 30-day satisfaction guarantee.
What questions should customers think through before talking to professionals about their project?
We advise prospective clients to consider their overall financial needs and any current pain points prior to our initial consultation. Attending the consultation with questions isn't a requirement, but we welcome them and will be happy to address any that you may have.
