Thank you for expressing interest in our firm. We value the opportunity to potentially work with you. Unfortunately, our minimum investment for new clients currently stands at $5,000 annually. This minimum ensures that we can allocate the necessary resources to provide proactive advice and maintain a high level of service throughout the year for clients who don't engage us for bookkeeping services.

This budget includes dedicated time for quarterly reviews of your accounting, facilitating strategic planning, and contributing to a smoother tax season turnaround. Our proactive approach involves continuous bookkeeping cleanup throughout the year.

If this budget aligns with your expectations, we invite you to review and revise your annual budget response in the form and resubmit. However, we understand that budget constraints may arise. In such cases, we appreciate your consideration. If needed, we're more than happy to recommend other reputable CPAs who may better suit your financial parameters, such as Seth Norris CPA and Elizabeth Olinde CPA, who come highly recommended.

Thank you again for considering our firm. We are eager at the prospect of working together and providing valuable support for your financial needs.

Best regards,

Jeromy T Bourque, CPA

Certified Public Accountant

Accounting Evolved