FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
No, I do not have a standard pricing system for my services. I strive to provide specific, customized services (and prices) for each client. I truly believe each client and scope of work is unique; therefore I take the time to analyze the client's entire situation in an effort to only provide services and business solutions that add value to the client.
- What is your typical process for working with a new customer?
When working with a new customer I make a concentrated effort to understand as much as I can about client and the company's entire operations. Although my scope is (generally) concentrated to the budgeting and accounting aspect of a business, I feel the financial statements are a reflection of all aspects of a company. I feel it is important to understand as much as possible about the company in order to provide services that add as much value as possible.
- What education and/or training do you have that relates to your work?
I both have a Bachelors and MBA in Finance, with a specialization in Capital Budgeting and Financial Statements. In addition, I have 6+ years working as a Budget Consultant in public education and for various business entities.