Frequently Asked Questions

Do you charge for the initial consultation?

No. The initial 30-minute discovery call is completely free. There's no obligation and no pressure.

Do fees ever change?

Fees are reviewed annually each January. Any adjustments are communicated in writing 60 days in advance. Fees may change if your transaction volume, employee count, or service scope grows significantly.

How do I pay?

Monthly fees are billed on the first of each month via ACH bank transfer or credit card through a secure client portal. Annual tax preparation fees are invoiced separately upon completion.

How quickly can we get started?

For new businesses or clients with clean books, typically within 2 weeks of signing the engagement letter. For transfer clients or clients with cleanup needed, we set a realistic timeline after the diagnostic review.

Do I need to be in Ann Arbor to work with you?

No. The majority of my client work is handled remotely through a secure client portal, QuickBooks Online, and video calls. You can be anywhere. In-person meetings are available for local clients who prefer them.

What if I'm already using a different accountant?

Transitions are smooth and professional. I'll request your records from your prior accountant, review your existing books, and handle everything. The most common reason people switch is that they want more responsiveness, more clarity, and a CPA who actually knows their business — which is exactly what I provide.

What if my books are a complete mess?

It's one of the most common situations I see. I'll assess the state of your books, give you a transparent cleanup quote, and get everything in order before ongoing service begins. You'll know exactly what it will cost and how long it will take.