Frequently Asked Questions

We hope that we can answer some of the more likely questions you may have. If you have one not covered, please reach out to us. We will be happy to help.

General Questions

Are you a CPA firm?

No. We do NOT provide certified public accounting. No audited, reviewed, or assured financial statements. No expression of opinion of the reliebility of financial statements used by third parties. No attestation. 

How long have you been in business?

Founded May 2024.

How do I verify your credentals?



How many years of experience do you have?

Zachary R. Mitzo, CMA, CIA has 19 years of experience in corporate accounting and finance.

Do keep your knowledge current?

Yes, over 40 CPEs a year are required for the CIA alone. I take very seriously my professional responsibilities, whether mastering new topics or practicing old competencies. 

Services and Billing Questions

Can I get a custom quote?

Every plan is tailored to each client; please request a proposal to receive your custom service agreement.

Do you offer refunds?

If you are not satisfied within 30 days that we statisfied the stipulations of our agreement, you can request to cancel your future commitment.

Is there an annual commitment?

You can pay month to month however you forgo the 25% annual discount that comes with the annual plans.

Have further questions?

We'd be happy to help.

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