FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I have a standard interview that will help me determine your business needs and price my services accordingly so that we have a situation that will benefit both our businesses.
- What education and/or training do you have that relates to your work?
I subscribe to several trade journals to stay up to date on ever changing tax laws that affect businesses and individuals
- How did you get started doing this type of work?
I have always held the money management roll in my personal life and my business degrees have only added a new dimension to that responsibility. I enjoy helping business owners create the kind of business lifestyle they want.