No Bull Financial Consulting

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Customers rated this pro highly for professionalism, responsiveness, and work quality.

Read reviews that mention:

• tax・11

• year・6

• business・5

• accounting・3

• accountant・3

• bookkeeper・3

FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?

  Bookkeeping and small business consulting services are handled on a case-by-case basis with pricing tailored to your specific project and timeline. Please book a complimentary consultation so I can understand your goals and prepare an accurate estimate. Tax Preparation services are offered on a flat-fee system based on the number of forms required to prepare your return. In short, your fee will be based on the complexity of your tax circumstances but you won't pay for anything you don't need.

• What is your typical process for working with a new customer?

  Whether you're an entrepreneur looking for help with your business finances or just looking to get your taxes done, I always start with a consultation so I can learn more about your goals and circumstances. It also gives me a chance to explain how I can help and answer any questions you may have.

• What education and/or training do you have that relates to your work?

  I began studying personal finance, economics, and financial planning during The Great Recession and became a professional financial advisor in 2012. In 2018, I left my position as a commissioned salesperson and opened No Bull Financial Consulting in order to serve clients without conflicts of interest. I'm a certified QuickBooks Online ProAdvisor and have eight years of experience in the financial services industry. I leverage my expertise with QuickBooks and my skills in sales, bookkeeping, and small business management to help entrepreneurs build better businesses.