FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Each situation varies when it comes to billing. In some instances, I will charge a fixed monthly or semi monthly rate. In other instances I will charge an hourly billing rate.
- What is your typical process for working with a new customer?
I normally set up an informal meeting to discuss customer needs and to introduce myself. I provide a detailed background of my services as well as answer any questions they might have. I also discuss details of past assignments with other customers in order to demonstrate the breadth and depth of knowledge. It is also very nice to allow them to know the personality of who they are dealing with. In order to instill confidence and build trust, references of current or past customers are always provided.
- What education and/or training do you have that relates to your work?
Having worked as a CFO and controller over the past 20 years in various industries, it will be important to demonstrate that knowledge by answering any questions that they have. A resume will also be provided which goes into further details. I received my bachelors of accountancy at New Mexico State University in 1991 with a 3.6 gpa.