FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge competitive rates based on the complexity of the project.
- What is your typical process for working with a new customer?
I perform an extensive financial operations interview. This ensures compliance with licensing, taxes, payroll, and best practices in credit, AR, and AP. We review cash flow management.
- What education and/or training do you have that relates to your work?
Bachelors Degree in Accounting, Advanced Quickbooks Pro Advisor, AFSP tax preparer, NV Registered document preparer CA Registered tax preparer CPA Candidate (CA) MBA in progress 25 years experience