FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
It truly depends upon the type of services desired. Generally, service fees are a very small percentage of gross income (2%-5%), but again, that varies.
- What is your typical process for working with a new customer?
When a new client joins the team, depending on the service type, we have a one to three week integration process. During this time, we obtain documents, clean up old files, and get the client on track for success.
- What education and/or training do you have that relates to your work?
Outside of college, I am also an instructor at a local non profit, teaching basics of accounting and income taxes. I am required to take continuing education annually, and have more than five years of experience.