WHAT SERVICES DO YOU PROVIDE?
We offer accounting, bookkeeping, tax preparation, financial coaching, Virtual CFO services and Imago professional facilitation. Our focus is on personalized service tailored for individuals and small businesses. Let us help you manage your financial needs effectively.
HOW CAN I BENEFIT FROM FINANCIAL COACHING?
Our financial coaching empowers you to define your financial goals. We provide guidance to help you make informed decisions and achieve lasting success. Discover a clear path to your financial future.
WHAT IS YOUR APPROACH TO CLIENT SERVICES?
We adopt a holistic approach, considering all aspects of your financial situation. This ensures that our recommendations are tailored to your unique needs. Our commitment is to support you every step of the way.
HOW DO I SCHEDULE A CONSULTATION?
You can schedule a consultation by contacting us through our website or phone. Our team will assist you in finding a convenient time that works for you. We look forward to connecting with you!
HOW DO YOU BILL FOR YOUR SERVICES?
Our standard billing procedure is to bill monthly. For certain services, we bill in advance. We require payment upon receipt. All standard forms of payment are accepted, including credit cards.
WHAT HOURS ARE YOU AVAILABLE?
We are available during normal business hours, which are 8:30 to 5:00, Monday through Friday. We would be happy to make special arrangements for evening or weekend consultations.
WHAT ROLE DO YOU PLAY IF THE IRS AUDITS ME?
We will spend up to one full hour with you at no charge, going over the return in question with you. After that, our regular fees apply.
HOW MUCH AND WHAT KIND OF PREPARATION MATERIALS DO YOU NEED FOR MY RETURN?
We prefer that your materials be in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages.