FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing and fees are very competitive and volume of work discounts are available. First consultation is absolutely free. Ongoing customers who refer clients will get a $25 gift card referral fee.
- What is your typical process for working with a new customer?
Set up an appointment to get to know the customers needs, wants and major issues facing his/her business or personal situation. First consultation is free, since it is the diagnosis phase.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant Licensed in Florida. I have a Master's Degree in Finance and Bachelors in Accounting. I do over 40-50 hours of Continuing Professional Education yearly.