FAQs
- What education and/or training do you have that relates to your work?
All of our Pro Advisors take annual tests to make sure they are current on their knowledge of the latest QuickBooks products. As an Intuit Solution Provider, I also take additional course work and attend an annual convention. We also take classes on the Point of Sale software.
- What types of customers have you worked with?
Provide tax preparation Develop comprehensive business plans including forecasting Perform audits Evaluate insurance coverage Negotiate with bankers, attorneys or other business professionals on behalf of you or your company Plan year-end tax strategies to help minimize your tax liability Perform loan package evaluations Prepare trust accounting Analyze real estate options Consult with relatives regarding viable financial options for seniors Use sophisticated software to plan for your future financial needs
- Describe a recent project you are fond of. How long did it take?
We are pleased to work with a variety of clients from non-profit to construction and manufacturing. No client is too unique that we cannot assist them.