FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Small businesses have the option of traditional or bundle pricing. For an affordable monthly fee, you will receive all your monthly, quarterly, and annual financial reportings. Bundle pricing consists of different levels of service needed and volume of your business.
- What is your typical process for working with a new customer?
We begin with an initial discussion of the type of work needed and what I can provide. After we are all in agreement regarding scope and cost, I will prepare an engagement letter that outlines everything that was agreed upon which will be signed by both of us. This protects both of us to be sure what is delivered is what was agreed upon. Half payment is to be made at the start of job and the other half is to be made at delivery of the finished product.
- What education and/or training do you have that relates to your work?
In addition to the requirements for obtaining a CPA each year I am required to take 40 hours of continuing education in such topics as taxes, financial reporting, and ethics.