FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are based on the scope and complexity of services provided and are agreed upon in advance. Pricing and responsibilities are outlined in a written engagement letter prior to the commencement of services. In limited circumstances, discounts may be available for senior citizens and military personnel, where appropriate and consistent with professional standards.
- What is your typical process for working with a new customer?
Our process generally begins with an initial discussion to understand the prospective client’s needs. Based on that discussion, we outline the proposed scope of services and provide an estimated fee. When applicable, services proceed only after a written engagement letter has been executed, allowing the client to make an informed decision before moving forward.
- What education and/or training do you have that relates to your work?
Information regarding professional education, licensure, and relevant experience is available in this profile and on our website. Additional details may be provided upon request, consistent with professional disclosure standards.