FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer new tax clients from Thumbtack a 10% discount off of their tax return preparation fees. I offer new accounting clients a 15% discount on their 1st billing with me--the initial meeting is complimentary.
- What is your typical process for working with a new customer?
I like to meet personally with a new accounting client. That enables me to build an initial relationship and for both of us to understand the clients' needs and my ability to deliver.
- What education and/or training do you have that relates to your work?
I have completed accounting courses, software courses and tax courses. Along with that, I have 30+ years of hands-on accounting and tax experience.