FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are communicated up front and in writing. Given services vary by client, base prices are always an ESTIMATE.
- What is your typical process for working with a new customer?
1) Consultation to understand client financial history 2) Discussion of what services bet fit their financial scenario 3) Finalize tailored services with contract (to protect the client and my business) 4)Ongoing transparency and communication about service progress
- What education and/or training do you have that relates to your work?
Bachelors of Finance Masters of Accounting Certified Public Accountant - State of Michigan 10 years of public accounting experience Business Owner