FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At andy.cpa, pricing depends on the scope of the work, the complexity of your needs, and whether you’re looking for a one-time project or ongoing support. We’ll discuss your goals and agree on the scope and fee before the work begins.
- What is your typical process for working with a new customer?
We start with a conversation about your business, what’s working, and where you could use help. From there, we’ll define the priorities, timeline, deliverables, and fee. Whether you need clearer reports, a budget, or help with a complex accounting question, my goal is to make the process straightforward and useful.
- What education and/or training do you have that relates to your work?
I’m a Colorado CPA (and licensed in Ohio too) with an MBA and nearly 20 years of accounting and audit experience. My background includes financial reporting, internal controls, attestation, budgeting, and financial analysis. I’ve also delivered more than 1,000 hours of professional instruction (at the college-level), which has helped me explain complex topics in plain language.