- What is your typical process for working with a new customer?
We start with a conversation where we can get a mutual understanding of where our new client is and what type of outcome they are looking for. Once we understand what we are trying to accomplish, we work with clients in many ways to include, phone/email, remote type work where we can use the cloud for information and file sharing, and we meet in our office or a mutual beneficial location in some cases. Its really up to the client on how they want to work with us.
- What education and/or training do you have that relates to your work?
B.S. in Business Administration with a double major in Financial Services and Accounting A.A.S. in Science - primarily majored in math, and the physcial sciences. Annual Continuing Education
- How did you get started doing this type of work?
I started doing my own taxes and investing when I was young. Somewhere around 19 or 20. Later in life I went back to school and ultimately finished my bachelor's degree in 2010. After much research and support from family and friends, I started helping people I knew and developed my dream into a business of helping good people with their personal finances and taxes in July 2012.