FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer bundle pricing for services such as bookkeeping clean-up and tax preparation to provide better value and convenience for my clients.
- What is your typical process for working with a new customer?
I begin with a consultation to understand the client’s specific accounting needs, then outline the tailored services I offer to meet and exceed those needs.
- What education and/or training do you have that relates to your work?
I hold a bachelor’s degree in accounting and finance, a master’s degree in accounting, and I’m a licensed CPA, IRS Registered Tax Professional, and Electronic Return Originator (ERO).