FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing depends on the project and key factors such as the number of bank & credit card accounts, average number of monthly transactions, etc.
- What is your typical process for working with a new customer?
My process will vary depending on the project and customer needs. My system and processes are setup to allow for all work to be one virtually. That said, I do love face to face interaction and will travel to local customers.
- What education and/or training do you have that relates to your work?
I have a Master's Degree in Accounting with over 15 years in accounting leadership roles. I have lead some prominent CNY agencies through major growth over the last decade.