FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Basically I sell my time. For tax returns, my fee is based on the time it should take to complete all your forms. I do not charge for any time that goes beyond the standard for a form. For accounting, I charge various rates depending on the level of skill and knowledge required to complete the tasks; a lower rate for entering checks to a higher rate for complex issues.
- What is your typical process for working with a new customer?
A first meeting is at no charge to see if we are compatible and that I can provide the services you need. We create a plan of action and get it done.
- What education and/or training do you have that relates to your work?
I have degree in accounting so I know all the theory. Years of experience has taught me how to efficiently put the theory into practice. I complete a minimum of 20 hours of technical tax training every year in subjects important to my clients. I am an Advanced QuickBooks Proadvisor. I complete training in each new version of QuickBooks that is released. I complete a minimum of 20 hours of technical accounting training every year.