FAQs
- What education and/or training do you have that relates to your work?
Of course! CPA's have a complex set of continuing education rules that end up requiring approximately 40 hours of CPE a year. Typically, I have more than the required courses and covering a broader that required knowledge base.
- What types of customers have you worked with?
Bookkeeping (regular or catch up) Tax preparation (income, payroll, sales and use, other) QuickBooks(R) Financial Accounting Software consulting General business consulting Accounting instruction Referrals to other service or software providers that take excellent care of my small business clients (payroll services, merchant service processors, check printers, etc.).
- What advice would you give a customer looking to hire a provider in your area of work?
I offer most of the services you imagine a CPA provides, but with a slightly more personal touch. I've been known to call and nag clients to get their projects in, to brainstorm about how to handle a tricky family situation or to just provide cheerleading services as a business gets up and running.