FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Most work is priced on an hourly basis. Bookkeeping work is generally at a lower rate than tax and accounting work.
- What is your typical process for working with a new customer?
Establish the work, period and price needed. Confirm methods & utilities of the work (online/ in office, software, online access, reporting). Monthly statements, bookkeeping, reporting. Tax filings needed & periods. Emails, phone calls and meetings as needed.
- What education and/or training do you have that relates to your work?
Kris - Bachelor degree in Finance & Accounting - IU Kelley School of Business 15 years management retirement/pension plans 5 years investment advisor individual and retirement plans 10 years public accounting of small -medium size businesses Jeff - CFO/controller, CPA- since 1985 Accounting degree - Butler University