FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a standard hourly rate of $65/hour for basic services for new clients. I move clients to flat rates once a standard service package is established.
- What is your typical process for working with a new customer?
For a new business client I have them walk me through a typical day of work for them and note what processes they use. After which I ask them to walk me through how they record all their information. I will follow this up with any questions I might have and for a clear explanation of the services they are looking for. I typically give them a general quote that is based on an hourly rate. Once a new client is taken on, I clearly track all work that is done and at the 3 month, 6month,9,month and 12 month mark I like to review with client progress and rate and move them to flat rates.
- What education and/or training do you have that relates to your work?
Associates Degree in Business Bachelors Degree in Accounting 6 Years Tax Preparation Experience 6 Years General Accounting Experience