- What is your typical process for working with a new customer?
Any new customer I work with I will start off with an initial consultation of the business and services needed. I will answer any questions you have and provide a quote based on services requested. I always make sure to explain everything thoroughly and that there is a complete understanding of the entire process.
- What education and/or training do you have that relates to your work?
I have an active FL CPA license, a Bachelor's in Accounting, and Master's in Taxation. I have worked at some of the country's largest accounting firms and have many years of experience serving small businesses. I also have served as CFO for various businesses in the restaurant/nightclub industry.
- What types of customers have you worked with?
I have worked with all types of businesses and people, from doctors, to lawyers, restaurants, car wash businesses, etc. I can help with monthly accounting, Individual Income Tax Returns, Business Tax Returns, or even just some consulting for cost savings. I enjoy helping people save money and maximizing efficiency in their businesses.