FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I base everything off of an hourly rate and try to convert this to a fixed fee when possible to help reduce the clients risk of a large unexpected bill. Tax preparation starts at $250 for a simple return( rate may vary during busy season) and that includes federal and state returns. Local is included in most situations as well. Monthly bookkeeping I typically charge a monthly rate to allow the client to not have to worry about how often and long we talk. I am more concerned with my clients success than making a few extra dollars.
- What is your typical process for working with a new customer?
Step 1 : Brief Introduction of myself and my expertise Step 2: Understanding the business and owners' goals Step 3: Full Analysis of business model including finance and operations Step 4: Present recommendations to customer Step 5: Provide Continued support, recommendations, consulting, resources.
- What education and/or training do you have that relates to your work?
Claifornia CPA License 20+ years of business experience in multiple industries Small and larger size businesses US and International markets Expert in Business Analysis, Budgeting, Cashflow, Banking, Tax tips, Cost Savings, Business Growth and Competitors