FAQs
- What is your typical process for working with a new customer?
1. Collect Business Information 2. Identify the needs of the Clients 3. Accounting Software assessment 4. Client and Accountant set expectations for each other 5. Set weekly, bi-weekly or monthly meetings. 6. Agree to Terms
- What education and/or training do you have that relates to your work?
Bachelors - Economics Masters- Accounting
- What types of customers have you worked with?
Industry Experience -Property Accounting: 10 Years -School Boards: 4 Years -Vetineraian Clinic: 2 Years