FAQs
- What is your typical process for working with a new customer?
We provide a 1 hour free initial consultation where the client can get to know us and we can understand the specific needs of the client
- What education and/or training do you have that relates to your work?
Patricia is the founding partner of the firm. She earned her Bachelors Degree in Accounting from the University of Delaware and her Masters Degree in Taxation from Widener University. She became a Certified Management Accountant in 1996, a Certified Fraud Examiner and Certified QuickBooks Pro Advisor in 2000. Pat has extensive experience working in the small business arena. She is a adjunct instructor at a Delaware University. She is a member of the Institute of Management Accountants, the Association of Certified Fraud Examiners, the Association of Professionals in Business Management, National Society of Tax Profesionals and the National Association of Tax Professionals. Pat has received her certification as Divorce Financial Analyst on April 30th 2010, along with being a member of the Institute Divorce Financial Analysts. She is passed the IRS Registered Tax Return Preparer exam in 2012 and onbtained her Public Accounting License in 2013.
- How did you get started doing this type of work?
After 20 years of working in the private sector I decided that I wanted to take what I had learned and help others to achieve their goals of running a successful business