FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a standard bookkeeping and payroll service rate of $45.00 / hour. If I have to prepare a tax return the rate is $100.00 / hour.
- What is your typical process for working with a new customer?
I like to meet my clients face to face or over the phone for a complimentary initial consultation. This allows us to get to know one another and discuss their needs and my services. If they choose my services I have them fill out new client forms and sign an engagement letter that clarifies the relationship moving forward. This is a great starting place so they know what I am going to do for them and when I am going to do it.
- What education and/or training do you have that relates to your work?
I have worked in accounting since 2005 and have taken ongoing classes from Front Range and CSU in Accounting and Business Management. Since 2014 I have also attended yearly Gear-Up Tax Seminars. I was a Full Charge Bookkeeper for a high tech manufacturing firm for 8 years and a Tax Preparation and Accounting Associate for the last two years.