FAQs
- What is your typical process for working with a new customer?
Diagnosis first, Customer wants and needs second, plan of action third, implementation fourth.
- What education and/or training do you have that relates to your work?
BS in Accounting, 35+ years in small business finance and management.
- How did you get started doing this type of work?
As a computer programmer way back........then financial services, followed by small business consulting