FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is not something that can be quoted over the phone with a discovery call and it is always based on what is required, time and complexity.
- What is your typical process for working with a new customer?
First a discovery call to ensure we can help the client and that we are a good fit for one another. Then an engagement letter, onboarding process, our internal workflow process, communication continues through all processes, final review and off-boarding.
- What education and/or training do you have that relates to your work?
My background is in accounting and taxation, but I also have 5 years of teaching, which helps me breakdown financial jargon to my clients leaving them with a clear understanding of their financial situation.