FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our prices are very competitive and comparable to others in the market.
- What is your typical process for working with a new customer?
We offer a free initial consultation, aimed at uncovering the potential clients needs, and to determine if we can positively benefit them.
- What education and/or training do you have that relates to your work?
I have a Bachelor's Degree in Business Administration with a concentration in Accounting. I have completed numerous customer service and sales related training. Completed 2020/21 IRS AFSP requirements.