FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a number of standard price options and can get a client on Quickbooks for a reasonable price. I have a starting rate of $200 per month for light book cleaning. My tax rates are by the form and are always cheaper than the big box tax preparation stores while providing a higher level of professionalism and expertise.
- What is your typical process for working with a new customer?
I typically like to meet with a client personally to get a hands on meeting about their business and their accounting goals. Once we establish their goals we can move forward with my services and establish a long term tax plan.
- What education and/or training do you have that relates to your work?
I am a Certifieed Public Accountant. I have a BS in business administration with an option in accounting. I have training in tax, tax planning, business consulting, and am Quickbooks pro Certified.