About this pro
I just hired Brad last night so I don't have a finished product yet. I feel that Brad has a lot of integrity and knowledge. He was very patient with me as I handed him a pile of files for him and his team to make sense of.Jan 15, 2018Verified
Great experience thus far!Jan 18, 2017Verified
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- What should the customer know about your pricing (e.g., discounts, fees)?Most clients prefer a flat monthly rate whereby everything is included and you don't get billed for extra phone calls. These monthly rates are determined by several factors -number of bank accounts, credit cards, number of transactions, payroll, profit and loss report, balance sheet report, etc; Other clients prefer an hourly rate that we can discuss upon our initial meeting. We don't charge drive time, just hours worked at your location.
- What is your typical process for working with a new customer?First, we meet everyone for a free one on one consultation. We define expectations upfront and map out a course of action.
- What education and/or training do you have that relates to your work?I have an undergraduate degree in Finance from California State University, Fullerton and an MBA in Accounting from Baker College in Michigan.