FAQs
- What is your typical process for working with a new customer?
1. Proposal and on-boarding paperwork emailed to new client. 2. Proposal and on-boarding paperwork received by accountant. 3. Documentation collected. 4. Accounting software setup. 5. Application integration setup. 6. Company books created. 7. Monthly services begin!
- What education and/or training do you have that relates to your work?
I hold a Master of Science in Accounting, and Bachelor of Business Administration in Finance. I have an extensive knowledge in analysis (cash flow forecasting), accounts receivable, accounts payable, bookkeeping, budgeting, benchmarking (reporting), and payroll. I obtained my skills through my experience in auditing, collections, account management, financial analysis, billing, and tax prep assistance.
- What types of customers have you worked with?
I have worked for the following industries: Financial Institutions, Construction, Education, Health Care, Real Estate, Retail, Service, Not for Profit, and Public Accounting.