FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing based on project and workload.
- What is your typical process for working with a new customer?
I prefer a few emails for "meet & greet" to confirm that we both meet the expectations required for the project by further briefly discussing details and requirements, length, etc. Then, often a phone call, (depends on the situation) and go from there. If local, and time permits, I prefer to do "meet & greet" in person however, I have found that most all work can be done via online, phone, fax and text and have successfully completed several projects overseas as well.
- What education and/or training do you have that relates to your work?
Employment with various companies including Tribal government, county and railway; job titles from Assistant Controller, Accounts Manager, Office Manager, Accountant to Administrative Assistant, small business owner, sole proprietor, Registered Tax Preparer and Financial Adviser ( to name a few). Degrees and Training / Classes in Accounting and Business Administration, (continuing education with IRS & FTB guidelines / laws as well).