Responds within a day
Hired 1 time
Serves Saint Paul, MN
18 years in business
License Type: CPA – Certified Public Accountant (MN)
License verified on 3/2/2021
- What should the customer know about your pricing (e.g., discounts, fees)?
I generally price my services at a standard hourly rate, which I discuss ahead of time with you and include in the engagement letter. Depending on the scope of work, I also will provide an estimate of the fee range.
- What is your typical process for working with a new customer?
I usually meet with a potential client to discuss their specific needs and determine whether we are a good fit to work together. I then follow-up with an engagement letter, or services agreement, which describes the services to be performed, estimated time of delivery and a fee estimate. I then perform the services requested and work with the client to obtain the necessary information to complete the services. I strive to be client responsive and provide high quality services they expect.
- What education and/or training do you have that relates to your work?
I graduated from the University of Minnesota and am a certified public accountant (CPA) licensed in Minnesota. I also hold the Accredited in Business Valuation (ABV) designation issued by the American Institute of CPA's, which is a credential given to individuals who are specialist in business valuation, or business appraisal. There are roughly 3,200 ABV credential holders in the United States, out of 400,000 CPAs.