The Business Relationship & Fee Structure

Glenda Larsen of MoneyMatters-Asheville will meet with you to learn about your accounting, tax or business planning needs. That no-fee initial meeting can be at your business, your home, or at MoneyMatters’ office. You will have an opportunity to ask questions of Glenda and to explain any special circumstances you would like to have addressed. Glenda will explain the various fee structures depending on whether your needs are task specific or on-going.

After the initial meeting, Glenda will draft an agreement outlining the services to be provided, a timetable, and a payment schedule. You have the opportunity to review the agreement and suggest modifications. When all are in satisfied, work will begin on the schedule outlined.

The key elements of the agreement are flexibility, focused attention to objectives and tasks, and value to you, the client.