About this pro
she knows her stuff! shes the best of the best! going on 8 years of terrific buss & personal financial mgmt! efficient, friendly, competent, trustworthy. got me out of knee-deep s***. working together to help me build my new brand! k.costell - owner of aNYthingApr 21, 2018
n/aApr 13, 2018Verified
- What should the customer know about your pricing (e.g., discounts, fees)?Pricing is tailored to client's needs. There's a lot of wiggle room & remittance schedule is extremely flexible. 'Standard' pricing is never an option as no two companies are alike. MYOC treats each & every individual/company independently & exclusively. There's never a consultation fee & clients are not billed for voice or e-mail correspondence.
- What is your typical process for working with a new customer?The most important & yet most basic process begins with LISTENING. Listening to the client's concerns, needs, wants, uncertainties, questions. From this we (client & I) evaluate the most pressing issues & then formulate an strategy & an execution plan for the gathering of information. Please note that the client's involvement is key any process.
- What education and/or training do you have that relates to your work?I am subscribed to a few sites that provides updated information regarding taxes & accounting tips. In addition to this, the CPA firm that I have partnered with has a daily blog that provides extensive information regarding most everything in the financial world! BA – Finance & Accounting MSC - International Accounting & Finance