At Glenn Advisory I provide all services on a subscription basis. Instead of billing by the hour or per project like other CPA firms do, I charge a single monthly fee to cover all of your tax and accounting needs for the year. I believe this pricing model provides several benefits to you –
Guaranteed set price - affordable and manageable.
No surprise bills or feeling nickeled and dimed.
The meter isn’t running when you interact with me.
Easier on your cash flow by spreading it out over the year.
I provide a free review of your prior year tax returns to give you a better idea of what I could do for you and how I could save you money.
Q: How does this work in practice from year to year?
A: The agreement runs from February 1 – January 31. In January of each year I send out a proposed agreement to each client that lists the services for the upcoming year and the monthly fee.
Q: How does it work if I come on as a client during the year?
A: We can either do a short-year agreement that covers through the end of the year or a longer first-year agreement that covers the remainder of the year and all of the next year.
Q: What if I change my mind? Can I cancel the agreement?
A: Each agreement will have a minimum number of months. After that you are free to cancel but you are not entitled to services or a refund after cancelling.
Q: Do I get a discount for paying up front?
A: Yes, I offer a 5% discount for paying in full at the beginning of the subscription. The payment must be made via ACH.
Q: How do I make the monthly payment?
A: The agreement includes a bank transfer authorization form that allows us to withdraw the money from your bank account automatically every month.
Q: What if I want additional services that aren’t included in the agreement?
A: We can modify the existing agreement to include the additional services for a new monthly price.
I work with doctors all over the country.
Let’s talk and see how I can help.