FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All pricing is custom to the Client. Everyone has different needs and I believe in working together to bring you the results you want. We can handle everything or one off tasks. It will seem as if you have a full-time accounting team but at half the price!
- What is your typical process for working with a new customer?
The Client submits a request for what they need and I see if I’m able to complete it at a high level. If I don’t think I can, I will not accept the proposal because I have to believe I’m going to provide more value to the Client — a positive ROI. If we move forward, we have an initial consultation/audit where we discuss the problems, what you want me to handle, share any relevant data, access to software tools, and anything else that would be used to get the job done. I will assess all of the information and write a report with my suggestions and how I would make them better. It’s a FREE audit! We will discuss it and then the Client decides on what they would like to move forward with. Very transparent and collaborative.
- What education and/or training do you have that relates to your work?
Honors Accounting Program graduate at Ohio State, passed the CPA exams, achieved an RPA certification, worked at PwC (Big 4) in tax, high-growth startups funded by top VC’s like Google, and I have built several finance departments as the first finance hire for the company.