FAIR FEE POLICY
We believe you should always be in control of your fees with no surprises. You are entitled to a competitive fixed quote for agreed services, which is exactly what we charge, not a penny more. We can also work with hourly rates.
FIXED-PRICE SERVICE PLANS THAT LET YOU PLAN BETTER
DFD-CPA provides value for money and services tailored to your business needs. We take the time to get to know exactly what level of involvement you need from us. Our Fixed-Pricing Agreements are custom tailored to each of our clients based on their needs and wants. Our ultimate success is to helping you achieve your own personal and financial success.
In an effort to better serve our best clients, we have developed a process that allows us to fix our annual fees to those clients. With this Fixed Price Agreement, our clients lock in monthly or quarterly billings that even out their cash flow as well as guarantee the best and most timely service we can provide. Our clients love it, and we find it a more preferable way to do business.
Working together, we define a scope of services. We present service and price options based on our discussions with you and our understanding of your needs. Although our preference is to provide our clients with fixed price options, certain types of services are difficult to define the scope and effort that may be required. In such cases, generally we invoice those services on an hourly basis.
Regardless of the type of fee agreement, we prefer to spend the time up front discussing your specific service needs and issues. Sometimes it takes more than one meeting to work out the details; we are always happy to discuss options.
There is no single best approach, and there are no magical solutions. We find that in addition to general compliance needs, we are most effective when we plan and brainstorm your issues with you. Our fixed price solutions often include these meetings.
All of our fixed price agreements include unlimited telephone calls and email access. We want to know what’s on your mind. Call us or email us with your questions without worrying about an additional bill. With our fixed price agreements, the only invoices you’ll receive from us are the ones you approve prior to beginning the work for you.
HOW IT WORKS
We believe in keeping things as simple as possible, therefore the initial meeting with our clients is FREE and in this meeting we will discuss and assess our client’s accounting and tax needs. You will receive a fixed fee quote for the SERVICES to be provided. Although there is no obligation to use our services, our quote is valid for up to one month giving you peace of mind to think about the meeting and ask further questions or enquire about our additional SERVICES that you may require as your business grows.
If you decide to take additional services during the year, we will agree our fees with you in advance so there are no unexpected bills for you.
To help our clients with their cash flow, we offer flexible payment options which allow our clients to pay their accounting fees in monthly installments. Most of our clients prefer this option.
Our Fixed Price Agreement services makes DFD-CPA team available for unlimited meetings to discuss operational, business and tax matters, and other topics at the discretion of your company as well as unlimited phone and email support for you and your personnel. This service is available only with our Fixed Price Agreements.
Because our Fixed Price Agreement provides ongoing access to the accounting, tax and business advice you need on a fixed-price basis, you are not inhibited from seeking timely advice by the fear of a meter running endlessly. Our Fixed Priced Agreement service option is built around “one-price” pricing, as opposed to hourly rates, and offers you access to the accumulated wisdom of the firm through CPAs with substantial experience, who can help enhance your company’s future and achieve its business objectives.
While the fixed price entitles your company to unlimited consultation with us, if your questions or issues require additional work, research and analysis beyond the ordinary consultation, that supplementary work will be subject to an additional price, payment terms, and scope to be agreed upon before the service is performed, and a Change Order will be issued to document this understanding.
Furthermore, if an unanticipated need arises (such as, but not limited to, an audit by a taxing agency, a financial statement audit or compilation required as part of a lender financing agreement, or any other exogenous service not anticipated in the initial agreement), this supplementary service will be invoiced separately, using a Change Order.
Furthermore, if you ever receive an invoice without first authorizing the work and service, payment terms and price, you are not obligated to pay for that service.
As a business owner you need and want access to top level Accounting, Tax and Advisory services. When utilized fully, these type of services help you achieve your business and personal goals. To facilitate this we provide our clients with a Fixed-Price Agreement as opposed to billing by the hour. We believe our Fixed-Price Agreement brings much more value to you and your company for the following reasons:
- Peace of mind knowing exactly how much your fees will be in advance.
- No extra work will be undertaken without approval.
- Allows you to budget better via monthly Direct Debits.
- No hidden costs.
- Unlimited access to the entire DFD-CPA team.