FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is structured to be transparent, fair, and aligned with the scope and complexity of each engagement. Fees are based on the level of effort required, the condition of existing records or systems, and the urgency of timelines. All work is scoped and agreed upon in advance so there are no surprise charges. I do not offer blanket discounts that compromise quality; however, longer-term engagements, bundled services, and recurring advisory relationships are typically priced more efficiently than one-off or emergency work. Projects requiring expedited timelines, significant remediation, or work outside the agreed scope may result in additional fees, which are always discussed and approved before proceeding. My focus is on delivering durable solutions and measurable value rather than competing on the lowest price.
- What is your typical process for working with a new customer?
1. Initial Consultation & Discovery Each engagement begins with a structured consultation to understand the client’s business, objectives, systems, and pain points. This includes reviewing existing accounting records, workflows, project requirements, and compliance considerations to identify immediate risks and improvement opportunities. 2. Scope Definition & Engagement Planning Based on the discovery phase, a clearly defined scope of work is developed. This outlines deliverables, timelines, responsibilities, and success metrics. The goal is to align expectations upfront and ensure the engagement is practical, measurable, and outcome-focused. 3. Systems Review & Baseline Assessment Current accounting, financial reporting, and project management processes are evaluated for accuracy, efficiency, and compliance. This step establishes a baseline, identifies gaps, and prioritizes corrective actions or process improvements. 4. Implementation & Execution Approved solutions are implemented methodically—whether that involves accounting cleanup, system configuration, financial reporting improvements, internal controls, or project execution support. Changes are documented, tested, and validated to ensure reliability and sustainability. 5. Reporting, Communication & Client Review Regular updates and clear reporting keep clients informed throughout the engagement. Financial reports, project status updates, and key performance indicators are reviewed together to confirm progress and address questions in real time. 6. Stabilization, Training & Handoff Once systems and processes are operating as intended, training and documentation are provided to ensure the client can maintain results internally. Where appropriate, ongoing support or advisory services are offered to support continued growth. 7. Ongoing Advisory (Optional) Many clients transition into periodic advisory support for financial oversight, project governance, or strategic planning, ensuring long-term consistency, compliance, and informed decision-making.
- What education and/or training do you have that relates to your work?
Retired U.S. Marine Corps Captain (leadership, operational discipline, mission execution) 20 years of military experience spanning Infantry and Financial Management leadership roles Master of Science in Accounting (MSA) Certified Defense Financial Manager (CDFM) Multiple certifications in Financial Management (credentialed, compliance-minded approach) Lean Six Sigma certified (process improvement, waste reduction, measurable outcomes) Entrepreneur / Business Owner (hands-on delivery and accountability across multiple entities) QuickBooks Online–focused accounting systems buildout experience (chart of accounts, cleanup, reporting, controls)