FAQs
- What types of customers have you worked with?
Tax planning and returns for personal and business. Setting up processes with Quickbooks and monthly recording and reporting. Payroll and Payroll taxes management. And, "what should I do here" questions.
- What advice would you give a customer looking to hire a provider in your area of work?
Make sure you are getting training, experience, and willingness to take the time to understand the uniqueness of your situation. Make sure you feel comfortable with this person as your advocate with extremely important personal issues.
- What questions should customers think through before talking to professionals about their project?
That there really is a big difference between CPA's and the chain and "bookkeeping" providers. There really is quite a difference in the knowledge and value you receive.