FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Hourly fee or fixed fee arrangements available based upon the difficulty and depth of the services to be performed.
- What education and/or training do you have that relates to your work?
University of California, Santa Barbara B.A. Business Economics with Emphasis in Accounting B.A. Political Science Certified Public Accountant (CPA) Certified Financial Planner (CFP) Personal Financial Specialist (PFS) Chartered Global Management Accountant (CGMA)
- What types of customers have you worked with?
Individuals, closely held businesses (sole-proprietors, LLCs, partnerships, S-corporations, C-corporations) and not-for-profit organizations (public charities and private foundations). Individuals seeking to make positive changes in their business, career, or personal life.