Frequently

Asked Questions

  • Is the consult free?
    Yes! Letʼs discuss your needs and scope out the next steps.
  • What happens after the call?
    You receive a fixed-fee proposal, document checklist, and target dates.
  • Can I reschedule or cancel?
    Yes. Use the links in your confirmation email.
  • Do you work outside Florida?
    Yes. Services are delivered virtually.
  • Do you accept urgent requests?
    Yes, if capacity permits. Indicate urgency in the intake form.
  • Do you provide CPA letters without books review?
    Only with adequate records (reconciled books and substantiating documents).

Documents are exchanged via encrypted portal (Encyro). Site uses HTTPS. Personal information is processed for scheduling and service delivery only.