FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is flexible and tailored to the scope of work. Depending on your needs, services can be billed on an hourly basis or offered at a fixed project rate. Before any work begins, I provide a clear estimate and discuss the pricing structure upfront so there are no surprises. My goal is to deliver high-quality accounting services with transparent, fair pricing that aligns with your business needs.
- What is your typical process for working with a new customer?
My process begins with a discovery call to understand the client's business, current accounting processes, goals, and any challenges they are facing. From there, I develop a customized plan with clearly defined expectations, timelines, and milestones so we stay aligned throughout the engagement. I believe in maintaining open communication, providing regular progress updates, and scheduling checkpoints to ensure we are meeting objectives and adapting to the client's evolving needs.
- What education and/or training do you have that relates to your work?
I hold a Bachelor's degree in Accounting and have more than seven years of experience in Client Accounting Services (CAS), working with businesses across a wide range of industries. This experience has given me a well-rounded understanding of diverse accounting processes, financial reporting, payroll, reconciliations, and client advisory services. Working directly with clients in multiple sectors has allowed me to develop the adaptability, problem-solving skills, and industry knowledge needed to provide accurate financial guidance and support businesses in achieving their financial goals.