Jason,
Thanks for posting about your experience. Just had a call today and thinking about doing ProVision. Sounds like prices vary based on each situation but I'm looking at $15k. How much time did you spend interacting with your team during the initial 2-3 month strategy / plan development phase?
It sounds like it's been a year or more since you started. Do you feel that you can ask questions, have meetings, get advice any time? The thing that makes me nervous about a one-time fee is that I'm looking to build a relationship with a CPA for life. With a flat fee I worry they'll be wanting to get me rolling and let me go, since the less they interact with me the more money they make (since it's not hourly). Has this been your experience at all?
