FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on the types of services that are needed
- What is your typical process for working with a new customer?
We did an initial meeting, or Right-Fit call, to see if we will work well together. If we are in agreement, then we move on to a Kickoff call, and then have monthly meeting thereafter.
- What education and/or training do you have that relates to your work?
I have a bachelor's degree in Accounting. I am a licensed Enrolled Agent, as well as a Tax Planning Certified Professional. I have been working in this field for over 10 years and love the relationships that I have built with my clients.