FAQs
- How did you get started doing this type of work?
I always knew my future career would involve numbers. I always excelled in math classes and utilized a check register to track (budget) my expenses from income of my very first job at the age of 16. Keep in mind, this was not a learned behavior.
- What types of customers have you worked with?
Tax preparation and Budget preparation
- Describe a recent project you are fond of. How long did it take?
My most recent client was in so much debt he was considering a bankruptcy. This client was interested in purchasing a home and a new car in the near future. I explained to him that the bankruptcy would halt those plans and prepared a budget for him that allowed him to clear his debt and save up for this future goals. I am proud every time I turn someones financial situation around for the better!