FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I price based on value and complexity. It is a win-win for everyone. Hourly billing sucks the money out of the client and project billing can potentially be financially harmful to the client or the service provider.
- What is your typical process for working with a new customer?
Virtual Meeting Client receives & accepts quote Get client set up on client portal Expectations and required documents uploaded in client portal Onboarding Process Begins & Work
- What education and/or training do you have that relates to your work?
10+ years experience in Tax & Accounting for Businesses & Individuals Certified Public Accountant Enrolled Agent