CAS: Tax, Accounting & Bookkeeping Services
It’s free, with no obligation to book
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
Customers rated this pro highly for responsiveness, work quality, and professionalism.
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License Type: CPA - Certified Public Accountant (PA)
- What should the customer know about your pricing (e.g., discounts, fees)?
We have a standard pricing system, we consider ourselves a one stop shop for all accounting needs for small businesses therefore we offer monthly fixed pricing that includes bookkeeping, tax planning consultants, tax preparation at year end, payroll completion and filing, financial statement preparation and analysis as well as CPA consultation when requested. We do offer these services separate from the fixed package but on an hourly basis when requested individually.
- What is your typical process for working with a new customer?
My typical process starts with a phone call to introduce myself as well as learn more about the business and services a customer is looking for. I offer free consultations to any new prospective clients so we can ensure that I offer and can help with the needs of the business. After our initial phone call, I will typically discuss with the client the services I believe would be beneficial to them and how I can help them grow! This is followed up by a quote of services and additional phone calls if the customer would like to do so.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant (CPA) licensed in Pennsylvania. I have been licensed for over a year and half and have been within the accounting field for 4 years. Within my time I have worked with many small businesses across multiple industries helping with auditing, tax, bookkeeping and accounting needs. To give some examples of my experience I have helped clients in the tax planning and preparation process, prepared financial statements, cleaned up and adjusted bookkeeping, preformed bookkeeping services as well as performed analysis on financial data with respect to multiple scenarios a client has requested guidance on.