FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We access the needs of the client and provide a quote. There are several factors that are taken into consideration. However, we talk with our customers and a provide the quote before we start work. Our first priority is our customer and we want them to understand and be comfort with the services we are providing.
- What is your typical process for working with a new customer?
We complete a customer intake form which includes a information form, phone calls to ensure customer needs are understood. If my company is hired an agreement outlining responsibilities of both parties is signed.
- What education and/or training do you have that relates to your work?
I have a Bachelors degree in Accounting. I have an Masters of Business Administration. I am currently taking the Certified Public Accountant exam. I have worked in the accounting field for over 20 years.