- What education and/or training do you have that relates to your work?
Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
- What types of customers have you worked with?
I typically offer bookkeeping, payroll, and tax preparation services for small business owners. In addition, I also provide business coaching for each of my clients at no charge. It's one thing to have someone print a financial statement. It's truly another thing to have someone sit down with you and have you understand the impact the numbers will have on your business going forward.
- Describe a recent project you are fond of. How long did it take?
In 2014, I recently helped two small businesses achieve over $1 million in sales. This made me especially proud because those two businesses started with me as startups a few years prior. The business owners used my coaching advice in establishing a foundation for their financial and operational success.