FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every business's needs are unique and in order to provide you with an accurate rate, we must discuss your business needs.
- What is your typical process for working with a new customer?
The process for working with a new customer is to start with learning what their business needs and providing solutions we offer for those needs.
- What education and/or training do you have that relates to your work?
B&M Financial Management Services has been providing accounting and financial solutions to small business since 2005. Theresa Todman, CEO, has over 15 year accounting Theresa worked for various companies, small-large corporations providing all aspects of accounting, using assorted accounting software programs to assist in increasing profitability and financial accuracy. Theresa has diverse analytical skills, proven business sense and an innate ability to maximize an organization’s performance. She's a skilled facilitator and financial consultant, and a multifaceted resource for small businesses, entrepreneurs, and women in the workplace.