Frequently asked questions
Everything you need to know about working with us.
Getting started
Working with us
Book a free 30-minute call. We will send a fixed quote and an engagement letter the same week.
Yes. We handle the hand-over with your previous accountant.
Yes, at our Denver office, or by video if you prefer.
Documents are shared through an encrypted portal with two-factor sign-in. We never ask for documents by email.
Fees
Pricing and billing
No. Every service has a fixed fee, agreed before we start.
Never. We are fee-only advisers.
Yes, and you save 17% on monthly packages.
Still have questions?
Call +1 (555) 017-2290 or book a free call.