FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are stated based on information provided in requests; prices may vary upon completion of consultation and finalization/client agreement of services to be provided.
- What is your typical process for working with a new customer?
My typical process for working with new customers is as follows: 1) Phone consultation where we discuss/establish the clients needs and a completion timeline. 2) Establish meeting times, locations and methods. 3) Formalize pending service transaction and payment arrangements (i.e. service agreement, contract, invoice, etc.). 4) Complete services whereupon payment is due as agreed. 5) Provide customer with final deliverable (i.e. completed tax return, report, financial statements, grant proposal, etc.).
- What education and/or training do you have that relates to your work?
BA in Accounting MBA in Information Systems and Human Resources Over 20 years professional experience and training as an auditor, accountant (financial and tax), business writer, human resources administrator, and office manager.