FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge on retainer in hour blocks of 10, 20 or 30hrs/month) any remaining balance is rolled into the next month. I provide referral discounts to clients that recommend our services.
- What is your typical process for working with a new customer?
I like to see what the customers needs are. Typically we talk about the business structure and the market they are in. At that point we discuss the accounting system and needs. Once we are on the same page I inform the customer what I charge, and how I take payment. If everything aligns, provide a business agreement that provides and explains the scope of work. From there, I jump right in and get to work.
- What education and/or training do you have that relates to your work?
I studied Accounting at Florida Atlantic University