FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Low-pressure approach to providing personal and professional accounting services. I have an excellent client-retention rate, and I am extremely proud of the high-quality services that I provide, while keeping my services at an attainable rate.
- What is your typical process for working with a new customer?
Establish identity Request client information sheet and submission of tax documents (checklist provided) Brief discussion regarding financial information pertinent to tax return Completion and review of return Client approval Payment for services Submission to IRS
- What education and/or training do you have that relates to your work?
Bachelors Degree in Accounting Information Systems - DeVry University March 2002 Masters Degree in Accounting and Financial Management - Keller Graduate School of Management June 2005 University of Georgia Primary Governmental Accounting Series - State Financial Management Certificate Quickbooks Certified Corporate accountant and financial analyst for 15 years.