- What is your typical process for working with a new customer?
The typical process inclcudes an initial meeting to discuss needs, processes used in the past and goals for the future. There is a discussion in immediate needs and what that may look like. Last, a plan is made and services are agreed to. This meeting is free to the client.
- What education and/or training do you have that relates to your work?
I have over 20 years of actual experience along with a MBA.
- How did you get started doing this type of work?
I started as a bookkeeper for a pizza company I worked for. I then moved on to be an Accountant for a construction company. I love what I do, so I started my own company in January of 2016.