What is your typical process for working with a new customer?
Quite simply, "typical" is meeting the client determining their needs and providing that service.
My clients are smart, unique and have individual needs and requirements. I would never "box them in" to a "one size fits all" situation.
YOU are a person, not a clone.
Do you have a standard pricing system for your service? If so, please share the details here.
My pricing is a blend of needs and budget. Your financial and time budgets are the 2 most important assets you possess. I will respect BOTH and ensure that what we do helps you manage both.
Crafting a system that provides you the information you need, frees up your time and is within your budget is important to me.
How did you get started doing this type of work?
I could not sing or dance. Seriously, the rewards of helping people achieve their dreams is the best possible way to earn a living. knowing that there are businesses out there that are successful, in part, because of my efforts is quite rewarding.
Reviewing the lives I have impacted by helping to achieve success and build lasting legacies is a wonderful thing.
What types of customers have you worked with?
Growing, intelligent & ambitious, seem to be the predominant traits of a "John Q CPA" client.
Someone skilled to be successful but secure enough to seek and get the type of help that he needs.
What advice would you give a customer looking to hire a provider in your area of work?
Understand that, like almost everything, accounting services is not a "black box" commodity. There are many options and ways we can work with you and help you.
A program that keeps the bank and the IRS happy that helps YOU get the information YOU need to manage your business and achieve your goals is what you should seek, AND you can find it here.
What questions should customers think through before talking to professionals about their project?
1. Personality. Can you work with this professional? Does he/she respect you and does he/she value you as a person and a client.
2. Savvy and Flexibility. Can they adapt to suit your needs? Are they providing what they provide rather than what YOU NEED? Are they smart, yes, most are, BUT are they savvy, creative and dedicated to your success?