FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on time using a standard hourly rate structure. For new clients, we offer a fixed fee or a not to exceed fee for initial engagements.
- What is your typical process for working with a new customer?
First, we would discuss the client’s situation and what their needs are. After quoting a fee, we would send an email confirming the agreed upon fee and request a deposit. Lastly, we send out an initial client intake document list.
- What education and/or training do you have that relates to your work?
I have a bachelor’s degree in accounting from Syracuse University and a CPA license. I also have significant hours of continuing professional education on an ongoing basis.