FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I’m a full-service accounting firm offering tax advisory, bookkeeping, and tax preparation services. Pricing is based on the complexity of your bookkeeping and tax needs, as well as the number of advisory hours you’d like to include in your package.
- What is your typical process for working with a new customer?
We will schedule a free 15-minute call to discuss your needs and determine if we’re a good fit to work together. If everything aligns, we’ll move forward with the onboarding process.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant (CPA) with over 15 years of experience in accounting and finance. I hold a bachelor’s degree in business administration with a concentration in Accounting and I am a Main Street Certified Tax Advisor (MSCTA). My expertise covers tax advisory, accounting/bookkeeping, and tax preparation for small businesses.