info@diana.financial

#1 complaint about CPAs and Financial Advisors

The typical complaint goes like: “Anytime I need to run an idea or a question by my CPA I think about it twice or I try to figure it out on my own on the internet because they charge me for every minute I talk to them and I’m afraid of the bill that will come in at the end of the month.”

Although pricing accounting and finance services by the hour seems to be the easiest way to adequately quantify the amount of work spent by the CPA on a task, it might not always be the way that yields the maximum benefit for the client, especially when establishing a long term relationship. We believe that constant communication is necessary in order to achieve the optimal outcome.

How we work and price our services

We offer a free initial consultation where we discuss the type of services you need, we estimate the amount of work on an ongoing basis and we try to address any request coming from you. The result of this discussion is a plan that will help you achieve your financial objectives at a flat monthly fee, so when you need to ask a question or pass an idea by us, you don’t need to worry about your monthly bill increasing. We encourage our clients to drop us a message or give us a call anytime they want!

To know more about this and discuss your accounting and finance needs and what works best for you, please feel out the contact form on the homepage or at info@diana.financial and somebody on our team will reach out to you shortly!