FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
As an accountant I know costs matter to you and your business therefore I strive to make everything as transparent and straightforward as possible. After we discuss your needs and how I can support you and your business, I will price out your project so you will know EXACTLY what you will pay before we begin. No surprise hourly billings or add-ons to worry about.
- What is your typical process for working with a new customer?
We will hop on a quick and friendly consultation call where I will learn about your business. I will tailor a plan to best fit your goals and needs. Once we sign an engagement letter I will jump in and familiarize myself with your books so we can transition smoothly into a productive working relationship. I am here to support your business and provide insights to help you grow.
- What education and/or training do you have that relates to your work?
I am a certified Financial Planner and Analyst from The Wharton School, an Enrolled Agent, which is the highest credential the IRS awards and a certified QuickBooks ProAdvisor and Payroll specialist.