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8 years in business
Cash, Check, Credit card, Paypal, Square cash app, Venmo
I have worked with Simon last two years. He is passionate about his work. For our non profit organization,his knowledge on compliance matters is always very helpful.Jun 8, 2019
- What should the customer know about your pricing (e.g., discounts, fees)?I remain Flexible when it comes to pricing, I believe the most important thing is to find a balance and a win-win situation. I usually operate on a minimum monthly retainer fee of $350. I can work hourly or a flat rate depending on the job.
- What is your typical process for working with a new customer?I prefer face to face meeting for the first meeting to develop client relationship and a common understanding of the scope. Alongside the bookkeeping services, I support my clients in business analysis and digital records.
- What education and/or training do you have that relates to your work?I have a Bachelors of Science degree in Accounting. I have worked in the corporate world for more than 15 years. I also recently passed all 4 CA CPA exams and I'm in the process of getting my license.