- What should the customer know about your pricing (e.g., discounts, fees)?
We use a flat rate pricing model only. The flat rate pricing provides clarity and predictability in terms of the cost of a service. With an hourly pricing model, the cost of a service can vary significantly based on the time it takes to complete. This can be frustrating for clients who are trying to budget for a project. With flat rate pricing, clients know exactly what they will be paying upfront, which can make it easier to plan and manage their finances.
- What is your typical process for working with a new customer?
Initial consultation: The first step in the process is usually an initial consultation with the potential client. This is an opportunity for both parties to get to know each other and discuss the client's needs and expectations. The accountant will gather information about the client's financial situation and objectives during this consultation. Proposal: After the initial consultation, the accountant will prepare a proposal outlining the scope of work, estimated time frame, and costs for the services being offered. This proposal will be presented to the client for review and discussion. Engagement letter: If the client decides to move forward with the services, the next step is to sign an engagement letter. This letter is a formal agreement between the accountant and the client that outlines the terms of the engagement, including the scope of work, fees, and any other relevant details. Data gathering: Once the engagement letter is signed, the accountant will work with the client to gather all necessary financial data and documents. This may include things like bank statements, tax returns, and other financial records. Analysis and recommendations: The accountant will then analyze the financial data and make recommendations to the client based on their specific needs and goals. This may include things like tax planning strategies, budgeting recommendations, and other financial advice. Implementation: If the client decides to move forward with the recommendations, the accountant will work with them to implement any necessary changes or strategies. This may involve preparing and filing tax returns, setting up a budgeting system, or any other actions required to achieve the client's financial objectives.
- What education and/or training do you have that relates to your work?
As an accountant with over 10 years of experience, I have had the opportunity to work with a wide range of clients and industries. Throughout my career, I have developed strong analytical and problem-solving skills, as well as a thorough understanding of accounting principles and practices. One thing that sets me apart from other accountants is my ability to think outside the box. I am always looking for new and innovative ways to approach problems and find solutions for my clients. Whether it's finding new tax savings strategies or streamlining financial processes, I am always willing to think differently to find the best solution for my clients.