FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are value billing, which means you pay a set amount each year. No surprises, no unexpected bills, and makes monthly budgeting easy to plan for. All pricing is available on my website.
- What is your typical process for working with a new customer?
Typically an initial phone call to ascertain what the client's situation is and what their needs are. I also determine what their comfort level is with calls, texts, emails, faxing, scanning, etc so I can make the process as easy as possible for them. I will then send them either an email listing what I need, forms and/or simple checklists to help them organize their documents for me. Once I receive their information, I enter all data and make a list of questions that I send all at once so they have time to gather the additional figures or research my questions.
- What education and/or training do you have that relates to your work?
I have a Bachelors in Business Management, extensive experience running and managing major contracts and negotiations in the Corporate arena. Once I realized that Corporate America was not my forte, I started my own business. I am certified with the IRS and meet the continuing education requirements each year to stay current with tax law changes.