- What should the customer know about your pricing (e.g., discounts, fees)?
We customize pricing in accordance with the time it takes for completion and the complexity of the work performed. All customers are different and our pricing reflects this difference also. Discounts are available for bundled services and customer referrals. Please be sure to inquire about these discounts.
- What is your typical process for working with a new customer?
Our typical process for working with new customers is as follows: 1) Schedule an intake interview to properly access the client needs for services performed. This is usually done in person. However, it can be done over the phone to accommodate distance or timeliness. We accommodate many clients out of state. 2)Determine the client services performed and the quoted pricing for completion. 3) Establish goals and/or the items needed to complete services performed 4)Estimate a projected completion date for services rendered based upon the priority and documents needed.
- What education and/or training do you have that relates to your work?
Bachelors of Art Degree in Public Administration and additional education in Accounting to qualify for Certified Public Accountant certification. I have cumulative five years experience in the Accounting field working for A CPA firm and a Public traded Financial Firm. I have worked independently in Accounting and Taxes for over ten years. Every year I take continuing education to remain current and consistent with tax/accounting education. I am a registered tax pro with the Internal Revenue Service under their annual tax preparer program.