Question 1

What kind of software does Nilson and Associates use?

Accepted Answer

Most of our work is done in Quickbooks, either online or through the desktop application. However, if there are other programs you would like to use, feel free to reach out to us and we can discuss those options.

Question 2

What is your pricing structure like?

Accepted Answer

We have flat annual retainer fees that are not income-dependent. The fees are based entirely on the services we are performing for you.

Question 3

Can Nilson and Associates help with my tax issues?

Accepted Answer

We work directly with your tax accountant, providing your financial details and information so you don’t have to manage that process.

Question 4

How do I know my financial details are secure?

Accepted Answer

We carefully screen and perform background checks on all our employees. Additionally, we are backed by a $1,000,000 liability policy against employee fraud.

Question 5

Will you maintain my personal or business confidentiality?

Accepted Answer

Your details are secure with us. We maintain a non-disclosure and confidentiality clause in every client’s engagement letter.

Question 6

Why should I work with Nilson and Associates?

Accepted Answer

With over a decade of experience, Nilson and Associates has the know-how to make your finances work for you. Beyond that, though, we truly care about our clients and their lives. To us, you are more than a number. You are a unique individual we will treat with the respect and care you deserve.

Question 7

How do I get started?

Accepted Answer

To get started, schedule a free consultation by either calling us, submitting an inquiry form, or sending us an email. An associate will be in touch to schedule a time convenient to you.

FAQs