Get Started with Leda CPAsWe are here to help.
We would like to provide you with an overview of our process so that you know what to expect from us.
The first step in working with us is to set up a complimentary consultation. This allows us to get an understanding of your business, goals, and needs. Together we can evaluate how we can add value to your business and provide expert advice that is tailored to your unique situation and goals.
After we have had a chance to get to know you and your business and determined that we would be a good fit, we will put together a proposal that is aligned with your specific needs. This proposal will outline the scope of work to be performed and price.
Once you have accepted our proposal we will begin our onboarding process and get started as your professional advisor. As your advisor, we are available to support you to fully realize your immediate and future financial goals and aspirations. Our commitment is for you to have unlimited access to our team whenever you need it.
Pricing and our Committment
We are passionate about supporting business owners. As such, we want you to be able to pick up the phone or send us an email without worrying about receiving a surprise bill. This is why we have made the decision to adopt a subscription-based pricing model for our clients. We understand that each business has its own unique needs, pain points, and goals and we therefore price our services accordingly.
Once the price is agreed upon, it’s fixed and will include unlimited support to discuss business matters, tax matters and any other topics at your discretion. We know that having access to us is important when you need it; therefore, we commit to responding to you within 24 hours.
The terms of our agreement are laid out in our Professional Services Agreement. We believe our Professional Services Agreement brings much value to you and your company for the following reasons:
You know exactly what the price is for our services ahead of time with no surprise bills
Get professional advice when you need it, without worrying about extra cost
Monthly payments allow you to smooth out your business cash flow
If you are interested in working with an accountant who strives to understand you and your life goals, contact us to set up a complimentary consultation so that we can get to know each other.