FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My prices are based off of the scope of the work required and time commitment involved to provide the best level of service for every client. I offer fixed pricing or hourly pricing dependent on the type of project or client preferences that I am working with. I strive to provide upfront and fair pricing for every individual client I work with. For pricing for basic tax and bookkeeping services you can visit my website for an instant quote.
- What is your typical process for working with a new customer?
I offer an upfront complimentary consultation either by phone or in person to review the the scope of a project and to gain an understanding of my clients needs to ensure that I can provide the best level of service and identify areas of opportunity for tax savings at the business and individual level. I always strive to provide upfront pricing for clients. We can then determine if it is a good fit to work together.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant, that has worked in all areas of tax and accounting. I have extensive experience specializing in tax services at the business and individual level working for a large public accounting firm. I have worked as a financial business consultant, Controller and CFO and now work independent.