FAQs
- What education and/or training do you have that relates to your work?
Aside from a mandated 40 hours per year for my CPA license, I spend even more time on self-study.
- How did you get started doing this type of work?
For me, in college it "just clicked."
- What types of customers have you worked with?
Tax returns, tax planning (to save taxes), holistic financial planning, setting up QuickBooks files for businesses, regular monthly bookkeeping, getting clients caught up with bookkeeping. I also provide business coaching services to help business owners address situations such as cash flow, profit improvement, or general business planning.