FAQs
- What is your typical process for working with a new customer?
The typical process for working with new clients is I like to setup an initial consultation with them to talk about their company’s vision and goals and how I can help to make that happen for them. Also to find out what their expectations are of me so we start out on the same page as partners to make their dream a success.
- What education and/or training do you have that relates to your work?
I have a Bachelor’s degree and a Masters degree from the University of Phoenix during COVID-19 when everything was shut down, I went back to school to brush up on my Financial degree from Gordon College. I do continuous online training with QuickBook to stay updated with the latest “rollout.”
- How did you get started doing this type of work?
I have always had a passion for helping others with their finances, especially in high school I knew this is what I was called to do.