A: No, you can cancel and leave at any time. My small circle of clients choose to stay with me because they’re exceptionally happy and well cared for.

Yes, catchup services are priced at a mere $150 per each quarter requiring attention, if it is beyond the last quarter.  Otherwise the $500 setup fee includes catch-up services. The reason I keep it at such a low fee is because I believe that you will have a better handle on your business’ financial health if you have the complete picture since your last business tax return.

To keep my pricing fair and simple, the plans I offer are based on providing service to one legal entity (that is, one sole trader, company, trust, partnership, LLC etc.)

A: Yes! This is included on my setup phase. There might be a once-off onboarding cost starting from $249 depending on complexity.