- What should the customer know about your pricing (e.g., discounts, fees)?
Initial discounts for new client service evaluations. Fixed monthly fees- no surprises. Fees hourly or by project. Discounts or rebates for client referrals. Contact me for more info
- What is your typical process for working with a new customer?
Introduction Assessment Pricing Agreement Completion Feedback
- What education and/or training do you have that relates to your work?
I have a bachelor degree in Finance, Masters in Accountancy, I do have CPA certificate and I am currently working on getting licensed in a state of Florida. I am also Quickbooks Online Pro advisor and working on Xero Certification.