What do you charge and how often do you bill?

We can bill services on either a per-hour basis, on a monthly retainer fee based on anticipated hours of service, or a project basis. Hourly or monthly fees are based on the complexity of the situation and the required level of support. Our rates are competitive and typically lower than your other financial partners. We invoice monthly and include the details of the charge such as correspondence preparation; coordination with accounting, legal and health professionals; transportation or any other client-directed activity. We also charge for materials the client has asked us to provide such as postage or office supplies. Please contact us directly for a discussion of rates.