FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is based upon the work involved. I prefer to do a flat monthly rate over hourly so that you know what you are getting up front.
- What is your typical process for working with a new customer?
I like to understand the client's needs thoroughly at the beginning of our working relationship. Some clients prefer to be hands off and let us do the work, while some clients prefer to be involved throughout the entire process. I work well with both types of clients and like to make sure that I am educating along the way so everyone is on the right page. I also like to get a feel for a client's communication preferences so that I know how they like to hear from me when needed.
- What education and/or training do you have that relates to your work?
I am an Advanced QuickBooks ProAdvisor and have over 8 years of experience in the tax and accounting industry.