FAQs

You can easily schedule an appointment online through the "Free Consultation" link on our website. You can also email us at lcawleybusiness@gmail.com 

For any questions or support needs, you can reach us by:

• Email: lcawleybusiness@gmail.com

• Contact Form: Available on our website's "Contact Us" page.

Our service fees vary depending on the specific service and the complexity of your situation. We offer free initial consultations to discuss your needs and provide a personalized quote.

We use a secure, encrypted client portal for all document sharing. Once you become a client, we'll provide you with a unique login and instructions on how to access and use the portal.

We frequently work with clients who require multiple services. We can create a customized service package to meet your specific needs and potentially offer bundled discounts. Contact us to discuss your requirements.

We offer a range of services, including:

• Tax Preparation (Individual & Business)

• Bookkeeping & Payroll

• Financial Planning

• Investment Education

• Fractional CFO Services

• Financial Consulting

We accept the following payment methods:

• Visa, Mastercard, American Express, Discover, ACH Transfers, Online Payments, Cash, & Check. 

Our client process generally involves these steps:

1. Initial Consultation: We'll discuss your needs and goals to determine how we can best assist you.

2. Proposal & Agreement: We'll provide a detailed proposal outlining our services and fees. Once agreed upon, we'll finalize a service agreement.

3. Service Delivery: We'll begin working on your project, keeping you informed of our progress.

4. Ongoing Communication: We maintain open communication throughout the engagement to address any questions or concerns.