FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My goal is to provide high-quality CPA services at a fair and transparent price. Fees vary based on the scope of work, and I'll always discuss pricing with you before moving forward.
- What is your typical process for working with a new customer?
I start with a conversation to understand your situation, goals, and what you’re looking for help with. From there, I’ll outline the best path forward, provide clear expectations around scope and fees, and gather any necessary information or documents to get started. Throughout the process, I focus on being responsive, proactive, and making sure clients understand their options along the way.
- What education and/or training do you have that relates to your work?
I am a Certified Public Accountant (CPA) with a Master of Business Administration (MBA) and years of experience working with individuals and business owners on tax, accounting, financial management, and advisory services. I stay current through ongoing professional education and industry updates to ensure I’m providing accurate, practical guidance as tax laws and financial strategies continue to evolve.