FAQ
Questions, answered.
Quick answers about how we work, what we charge, and what to expect.
Getting started
Getting started
How do I become a client?+
Book a free 30-minute consultation through our contact page. We'll scope your needs, propose a flat fee, and onboard you within a week.
Do you work with clients outside Florida?+
Yes. We serve clients across all 50 U.S. states and U.S. citizens abroad. Everything is handled via secure portal and video calls.
Are consultations really free?+
Yes. The first 30-minute call is complimentary and comes with no obligation. We use it to understand if we're a fit.
Pricing
Pricing
How do you price your services?+
We use flat, predictable monthly or project fees scoped to the engagement. No hourly billing, no surprise invoices.
What does monthly bookkeeping cost?+
Most small businesses pay between $400 and $1,200 per month depending on transaction volume and complexity.
What does tax preparation cost?+
Individual returns start at $450. Small business returns (S-Corp, partnership) typically range from $1,200 to $3,500.
Services
Services
Do you provide bilingual service?+
Yes — our team is fully fluent in English and Spanish, both written and verbal.
Can you help if I'm behind on taxes?+
Absolutely. Catch-up work is one of our specialties. Most clients with several years of unfiled returns are current within 60 days.
Do you offer CFO or advisory services?+
Yes. Our advisory practice provides fractional CFO support for growth-stage businesses, including budgeting, forecasting, and exit prep.
Security
Security
How is my data protected?+
All documents flow through a SOC 2-compliant encrypted portal. We use multi-factor authentication and zero-knowledge file sharing.
Do you keep my records long-term?+
Yes. We retain all client documents for a minimum of seven years in encrypted cloud storage, accessible to you anytime.
Let's talk
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