FAQs
- What is your typical process for working with a new customer?
Typical with any new client we like to insure them their in good hands. Let them know money not the primary reason were here and we will work with any budget just to get their issue resolved. we like to interview and discuss your situation. We like to get a sense of who you are, your business, and what are your financial/tax goals.
- What education and/or training do you have that relates to your work?
I have a Bachelors of Science in Accounting and Hospitality, Meeting and Hotel Management and a Masters of Professional Accountancy. I am a Licensed CPA in the State of Colorado, a Certified Anti Money Laundering Specialist and a Diamond Certified Advanced Quickbook Pro Advisor. I am a member of American Institutes of Certified Public Accountants, Colorado Society of Public Accountants and the Association of Certified Anti-Money Laundering Specialist.
- What types of customers have you worked with?
Almost every Business Type and personal situation you can think of. I have had the fortune of being allowed to work with a large variety of clients which has allowed me to understand the ever-changing needs of lots of different industries and personal tax situations.