- What should the customer know about your pricing (e.g., discounts, fees)?
I offer affordable rates which can be hourly or value based fixed fees depending on the service and bundle. I provide free 1 hour consultation for new clients.
- What is your typical process for working with a new customer?
I do an initial consultation to understand the client profile. After this session, I provide a proposal with fees and once this is accepted, I proceed with onboarding, access and documentation. In terms of delivery, I complete all business and individual tax returns within 3 business days after payment and information is received. I complete accounting services on time and every 4th business day of the month, clients receive financial performance and review of their businesses.
- What education and/or training do you have that relates to your work?
Certified Public Accountant Certified Management Accountant Certified QuickBooks ProAdvisor 15 years of experience in accounting, tax, financial planning and analysis