- What is your typical process for working with a new customer?
We start with a consultation call to discuss expectations and needs of the client and to see if we are a good match.
- What education and/or training do you have that relates to your work?
I have over 10 years experience in the accounting field including bookkeeping, accounts payable, accounts receivable, reconciliations, project tracking, payroll services, and more.
- How did you get started doing this type of work?
I started working in the accounting field in college, starting as an accounting assistant to a family friend and eventually moving my way up to operations accountant before opening my own business.