FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We provide an estimate based on the time and complexity of the project. We bill by the hour and can help match our services to your budget.
- What is your typical process for working with a new customer?
We request a copy of the last three month's bank statements as well as a brief survey to help us understand the scope of the project and the ongoing needs of the client.
- What education and/or training do you have that relates to your work?
Education: MBA with a focus in finance and the CPA 24 accounting course requirements. Work History: 10 years of corporate accounting for companies with $50MM+ revenue Quickbooks Online Certified