How does payment work?

a. In Calendly, you will have two options for meetings: Group meetings and 1 on 1 meetings. When you book your meeting, the virtual zoom “group” meeting is prepaid before the meeting begins using Stripe.

b. However, the “1 on 1” meeting is paid after the meeting is done. You will get an invoice after the meeting is over for the “1 on 1” meeting.

How does the monthly fee work? Can we pause the membership subscription if we take a break?

a. The $399 monthly fee is a recurring debit that comes out of your account once a month. For example, if you sign up on 7/1, you would first get charged on 7/1. However, your next charge will be on 8/1, 9/1, 10/1, etc. You will continue to be charged until you are done with the exam.

b. Yes – you can pause your membership for whatever reason (i.e. busy season at work, illness, etc.) Your membership will be paused on the date you notify me. However, you can resume it back any time after that!

What is exactly included in your monthly membership package?

a. The monthly recurring package includes:

  1. Full access to my study guides (FAR, REG, BEC, or AUD)
  2. ALL CPA exam updates (i.e. any new guidance that comes out – you are up to date with that)
  3. Tailored weekly CPA Exam study plan. With the study plan, I outline which topics to focus your attention on. Furthermore, the study plan will hold you accountable as each week I tell you exactly which modules to study leading up to your exam date!
  4. Unlimited texts/calls. If you feel stuck or don’t know what to do, just text me. I will get back to you that same day.
Do you offer discounts on your rates?

a. The $399 monthly recurring fee and the group meetings are a fixed fee. However, I can offer some discount on the 1 on 1 rates depending on how many hours you decide to buy that week or many CPA exam sections you still have left to take. Message me and we can further discuss that!

Do you have a points or credits system to get a free session?

a. Yes! I am working on that so each “Group” meeting or “1 on 1” you attend – you will obtain points! Each session purchased; you get points. You will get an email regarding those points and it will tell you how many cumulative points you got so far. From there, you can cash out those points / credits for future group or 1 on 1 sessions

Can I print out the study guides?

a. Unfortunately, you cannot. The study guides are only “viewed” only due to copyright issues.

Do I need to watch my review courses lectures or read their books?

a. No! As part of the monthly plan, the study guide is comprehensive! I have created this so you do not need to watch your old review course’s lectures or read the book. Students can pass the exam with just my study guides.

Do you have a referral bonus for new students that sign up that were recommended by the student?

a.Yes! For any student referral that signs up with me for Zoom Group Tutoring or Zoom 1 on 1, you will get $50 for each successful referral! The referring student must be a student for at least a month with me.

b.If you refer 5 students, this is $250! You can get paid by cash or you can accumulate your referrals and can use those “credits” for a future Zoom Group meeting or 1 on 1!

How do your CPA Exam Packages work?
a. You will receive a link for my view-only CPA Exam Study Guide via Google Doc. You can view these anytime, 24/7 online. Your monthly subscription gives you full access.

b. As part of the monthly subscription, you will receive a personalized CPA Exam Study Plan. Once you give me your exam date, I will create a tailored plan for you based on your schedule. The Study Plan will outline the study modules you’ll need to master each week. This will keep you on track to excel on exam day.

c. If you would like personal one-on-one tutoring sessions via Skype or Zoom, feel free to contact me by email or phone!

Does the monthly subscription fee cover all four sections of the CPA exam?
a. Yes, and after you finish each section, simply email me to access the Google Doc Study Guide for the next exam.
Can I cancel the monthly subscription plan at any time?
a. Yes, If you ever decide that this isn’t working out for you for whatever reason, you can cancel your subscription. There is no contract.
Are your CPA Exam Google Doc Study Guides updated for the most recent CPA exam changes?
a. Yes, they are CPA Exam study guides are automatically updated as part of your monthly subscription plan.
Can I use your CPA exam study guides and tutoring sessions in conjunction with other CPA exam review courses?
a. Yes, this is completely fine! I work with all CPA Exam review courses.
How long are the personal one-on-one tutoring sessions with you via Skype or Zoom, and what do we typically go over in these sessions?
a. Based on the success of other students, about 2.5 hours per session is optimum.

b. During the tutoring sessions, we’ll begin with a high-level synopsis review, then go over any questions you have from the online Study Guide or from your other CPA review course, including any multiple-choice questions or simulations you are struggling with. The goal of these tutoring sessions is not to read the online Study Guide together, but to review issues you still have after reading and doing the homework. This will be effective for both of us.

c. Rest assured that I will assess your CPA Exam progress throughout and tell you whether you are exam-ready. This will ensure your confidence on exam day.

Are your CPA Exam Google Doc Study Guides sufficient to pass the exam?
a. Yes they are. However, a few hours of tutoring each week will ensure that you understand the concepts and don’t fall behind. The tutoring sessions will reinforce your learnings and help you synthesize the material.
Which tutoring package is best for me? How many hours a week do I need to ensure success?
a. It depends on what your needs are. If you are someone who would like more attention, you can purchase the monthly subscription plan and as well as a package for tutoring hours. During tutoring sessions, we will break down everything together.
Do you offer hourly tutoring rate discounts (depending how long I decide to work with you)?
a. The more hours you purchase, the larger discount your discount. Call or email to receive hourly or package pricing details.

b. Prepaid bulk discounts and full exam package discounts are available upon request. Please email or call for your special quote!