FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Tax returns: standard pricing provided upon request Efficiency studies: individual case basis Consulting, accounting, bookkeeping services: hourly rate or monthly subscriptions available
- What is your typical process for working with a new customer?
After a one-hour initial free consultation to explore challenges, issues, needs, and budget, I prepare an engaqement letter or statement of work. If it is not a good fit, we part friends. If we agree to proceed, all parties have a clear understanding of the scope, timeline, milestones and budget involved.
- What education and/or training do you have that relates to your work?
Executive MBA with BS in Arts Management. Certified QuickBooks ProAdvisor, 20 Hours Continuing Education required to maintain CRTP (Certified Registered Tax Preparer), PMI PMP (Project Management Professional) 60 hours continuing education requirement and 20 hours of continuting education required to maintain the CRTP (Certified Registered Tax Prepare) status.