FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing varies depending on the scope of the engagement.
- What is your typical process for working with a new customer?
My process for working with a client always includes a face to face interview. During the interview, I try to get a clear understanding of the client's needs and explain how my services would meet their needs. I follow-up with an email/engagement letter summarizing our meeting and the services for which I am hired to do.
- What education and/or training do you have that relates to your work?
As a Certified Public Accountant, I am required to take 40 hours of continuing education each year. In addition, I am a member of the National Association of Tax Professionals. As a member, I register and attend various subject matter workdays as well as the National forum. I pride myself on staying abreast of pertinent changes in the industry so that I can empower my clients with expert advice.