| Advisor Profile |
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| Name: |
Alex Leonardo |
| Phone Number: |
(786) 623-4052 |
| Website: |
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Business Description |
| We are a full service accounting and tax preparation CPA firm. We are Quickbooks Pro Advisors,specializing in small businesses, from incorporation through start-up consulting, monthly, quarterly and year end tax preparation and planning. Our fee structure is based on flat fee (i.e. no nickel and diming our clients on a hourly rate). |
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| Prepared By: |
Alex Leonardo |
Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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We don't have a formal policy, because we have never needed it. Our client's are extremely satisified with us. We don't perform any work until we agree on a fee. We find it unprofessional to start performing services and then charging our clients without their approval. If a customer is not satisified, we will refund the money. |
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| Q. |
What services do you provide? What are your specialities? |
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We are a full service accounting firm. We provide “monthly or quarterly write-up” to small and mid size businesses for a flat monthly or quarterly fee, (i.e. no nickel and diming our clients) which consist of: Generating Financials, payroll, sales tax, and all other business requirements. Additionally, we prepare tax returns for individuals and businesses. |
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| Q. |
What are your qualifications? What professional certifications do you have? |
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The practices’ primary markets are individual taxpayers and business owners. The practice has been serving Boca Raton and South Florida since 1994. We are Certified Public Accountants and Certified QuickBooks Advisors. |
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| Q. |
How do you charge for your services? |
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The majority of our services are based on a flat fee(i.e. no hourly fees). Which is why, many of our clients (individuals and business owners), use us as a sounding board for all important financial decisions year round. |
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| Q. |
Why should we use you for our accounting needs? |
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We are a small firm, with six accountants on staff, and we assign each client one accountant (i.e. no alternating). Thus, we provide customize service. Our accountants are on call; we have a live person answer the phone and transfer you to your assigned accountant ASAP, and our fees are reasonable. |
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| Q. |
What are your qualifications and experience? |
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The practices’ primary markets are individual taxpayers and business owners. The practice has been serving Boca Raton and South Florida since 1994. We are Certified Public Accountants and Certified as QuickBooks Advisors. |
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| Q. |
Will you come to our location? |
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| Q. |
What are your rates? |
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Depends on the work to be performed. Typically a flat fee and very reasonable. |
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| Q. |
Why should we choose you for our tax needs? |
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We are a small firm, with six accountants on staff, and we assign each client one accountant (i.e. no alternating). Thus, we provide customize service. Our accountants are on call; we have a live person answer the phone and transfer you to your assigned accountant ASAP. |
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| Q. |
What are your qualifications and experience? |
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The practices’ primary markets are individual taxpayers and business owners. The practice has been serving Boca Raton and South Florida since 1994. We are Certified Public Accountants and Certified as QuickBooks Advisors. |
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| Q. |
Will you come to my location? |
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| Q. |
What are your rates? |
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Depends on the work to be performed. Typically, a flat fee and very reasonable. |
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| Q. |
Why should I choose you for my tax needs? |
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We are a small firm, with six accountants on staff, and we assign each client one accountant (i.e. no alternating). Thus, we provide customize service. Our accountants are on call; we have a live person answer the phone and transfer you to your assigned accountant ASAP. |
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