FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My fees are very flexible depending upon what function the customer needs.
- What is your typical process for working with a new customer?
I first try to understand what value I can provide to the customer by discussing with the client what the goals are and how I can best help. Sometimes it is just tax preparation or bookkeeping, other times the client wants more strategic consulting.
- What education and/or training do you have that relates to your work?
I have a BS in Accounting, an MS in Finance and 35 years of experience in the corporate world, either working for large entities but toward the end of my executive career in smaller companies or startups. The last several years I have provided consulting to a number of individuals or small companies on Tax preparation, simple bookkeeping, accounting or general business consulting.