Exodus Financial Group
About
Exodus Financial Group was founded in 2012 and built
on the principals of service, education and the pursuit of financial freedom. Our commitment is to serve the community by building long-lasting relationships as
we assist others in reaching their financial goals. Our uniqueness lies in is the ability to help our clients with both tax and financial planning needs. We have over 30 years of experience in tax, accounting, bookkeeping, and financial planning services.
I enjoy working with people and understanding their unique problems and helping solve them.
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Frequently asked questions
What is your typical process for working with a new customer?
My typical process is to start with a discovery call to learn more about the client's needs. From there if the client and I agree to work with each other, I send them a client organizer to gather more information and any additional documents needed to begin the process.
What education and/or training do you have that relates to your work?
I have a degree in Interdisciplinary Studies and work for a strong team of accounting and financial advising professionals. Exodus has a team model where we collaboratively assist our clients bringing our collective skillsets to bring the most value to our clients.
Do you have a standard pricing system for your services? If so, please share the details here.
The average tax preparation fee is $225-375.
Bookkeeping fees vary depending on monthly service with a minimum number of hours worked or our simply hourly rate of $45 an hour. We offer discounts for monthly retained clients.
How did you get started in this business?
I got started in this business first as a client. I was very impressed by the experience of the team and I wanted to be apart of this great organization at Exodus Financial Group.
What types of customers have you worked with?
Currently the customers we work with our both individual and small business clientle.
What advice would you give a customer looking to hire a pro in your area of expertise?
Look for a professional who cares about their clients and not just how much money they can profit off of you. Someone who asks good open-ended questions to get down to the heart of the issue to ensure to best meet your needs.
What questions should customers think through before talking to pros about their needs?
The customer should think through their comfortability with being transparent in order for the pro to really understand their needs to best assist.