FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing for services is determined after a brief consultation to ensure accuracy and fairness based on your specific situation. A FREE required 15-minute consultation allows us to review your needs, identify the scope of work, and diagnose any complexities before quoting. Following the consultation, you will receive a fully itemized breakdown outlining each service component and associated cost — no surprises and no hidden fees. Consultations ensure you only pay for what you actually need, not generic flat pricing that may over- or under-estimate your situation. Consultations are scheduled promptly — most within 24 hours.
- What education and/or training do you have that relates to your work?
My background includes accounting and professional tax preparation experience, and I have been working in this field professionally since 2015 while supporting individuals and small businesses with their financial and operational needs. I’ve worked in professional tax preparation environments assisting clients with filing, bookkeeping cleanup, business setup, and financial organization. Beyond tax-focused work, I help businesses strengthen their overall operations by building systems and structure, including workflow design, task automation, website setup, custom GPT tools, chat integrations, and digital processes that improve efficiency and reduce manual work. I also guide entrepreneurs in preparing for growth by helping them organize operations and finances to access funding opportunities and resources. I continue investing in ongoing professional development and real-world application across tax, accounting, and business advisory practices. This combination of long-term experience and practical implementation allows me to approach each client’s needs from both a financial and operational perspective.
- How did you get started doing this type of work?
I got started in this work through my background in accounting and by helping small businesses organize their finances and navigate tax responsibilities. That early experience showed me how many individuals and entrepreneurs needed practical guidance beyond just filing they needed clarity, structure, and support in understanding their financial picture. As I continued working professionally in tax preparation beginning in 2015, my role naturally expanded to include bookkeeping cleanup, business setup support, and operational organization. Over time, I began helping clients improve efficiency by building systems, automating workflows, creating websites, and implementing digital tools that simplify day-to-day operations. Today, I combine financial and operational support to help clients move forward with confidence whether that means filing accurately, getting organized, or building a stronger foundation for growth.