FAQs
- What education and/or training do you have that relates to your work?
Absolutely - every month at a minimum and most every day I learn something I can share with my clients from business management to employee retention and leadership skills.
- What types of customers have you worked with?
Day to day bookkeeping, Monthly financial reports, reconcile bank accounts, prepare quarterly tax returns and estimates, research EE benefits, review cost systems, review company systems for controls and trimming waste.
- Describe a recent project you are fond of. How long did it take?
A client converted from Quickbooks to Peachtree aka Sage for inventory. They did it in the middle of the month and had varying dates of entry for information. I was able to reconcile the two systems and now we are in the process of learning which reports give them the right information to make their business decisions. In addition and because I could know what they deal with from the ground up, they have assigned their tax preparation business to me also.