- What should the customer know about your pricing (e.g., discounts, fees)?
My standard hourly billing rate is $90/hour, although I will write that down a little for work that I can schedule regularly and in advance. My rates reflect 20 years of accounting experience and helping my clients grow their business.
- What is your typical process for working with a new customer?
Because each client has different needs, there is no standard "template" or process that applies to every customer. Generally, I meet with each prospective client to try to prioritize their respective needs and timeline, and devise a game plan to address their concerns.
- What education and/or training do you have that relates to your work?
I have more than 20 years in private and public accounting, including extensive audit, tax and general accounting work. Although I do not prepare income tax returns as part of BAS, I generally work hand in hand with my client's chosen tax prep firm to make sure the process is seamless and efficient.