Q. Describe the most common types of jobs you do for your clients.
A. 1 - Ongoing monthly bookkeeping service including financial statement preparation and analysis.
2 - Year end compilation of business data for tax preparation.
3- Assisting entrepreneurs in developing their business plans and forming an S-Corporation or LLC, and related fictitious name.
4 - New & returning tax clients for year end tax preparation
Q. What advice do you have for a customer looking to hire a provider like you?
A. Consider more than just price when looking for business services that impact you or your business. Look for a qualified and credentialed professional to provide your business services. Saving a few dollars now, may end up costing considerable dollars to correct errors and put your books or taxes in proper order.
Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?
A. Many believe that they can save money by doing their own bookkeeping and/or tax service by using over the counter software packages. Although some of the software is very good, it is no substitute for an experienced professional. Accounting and taxes have become extremely complex and confusing and many business owners just do not have the time to spend keeping up on the required changes.
Q. Why does your work stand out from others who do what you do?
A. I am highly trained, skilled and experienced in all aspects of business management. I strive for and provide excellence in services provided.
Q. What do you like most about your job?
A. My satisfaction comes from the fact that my skills and experience have helped my clients make their businesses successful.
Q. What questions do customers most commonly ask you? What's your answer?
A. Question: Will I be audited?
Answer: I keep informed on types of taxpayers and specific areas that the IRS is focusing on for audits. However, there are no guarantees. Any individual or business may be selected for audit for any matter. If you are selected for audit, only an attorney, CPA or Enrolled Agent may represent you before the IRS.
Q. Do you do any sort of continuing education to stay up on the latest developments in your field?
A. As an IRS Enrolled Agent, CA Registered Tax Preparer and Certified Management Accountant I am required to complete between 20 and 30 hours of continuing education annually in order to keep my credentials. Even if it were not a requirement, I would seek continuing education just to keep up with changes that affect my clients.
Q. If you have a complicated pricing system for your service, please give all the details here.
A. We give our clients a choice. After an initial interview we will provide a firm fixed quote for the project. This quote is the price even if more than the estimated time is needed to complete the project. As an alternative, the client may choose our competitive hourly rate.