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
great service and communicationDec 28, 2016Verified
Great job so farDec 15, 2016Verified
Very professionalJun 30, 2016Verified
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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.