FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is highly competitive, and I understand that every client has unique needs. That's why I provide customized pricing tailored specifically to meet each client's requirements.
- What is your typical process for working with a new customer?
My typical process for working with new clients involves several straightforward steps: Tax Preparation: 1. **Initial Consultation**: We start with a conversation to understand your specific needs and objectives. 2. **Intake Form**: You'll fill out an intake form that gathers essential information regarding your financial situation and tax history. 3. **Contract Signing**: Once we agree on the services, you'll sign a contract outlining the terms and scope of work. 4. **Information Gathering**: I’ll guide you in collecting any additional documents necessary for accurate tax preparation. 5. **Preparation and Review**: I will prepare your taxes and conduct a thorough review with you to ensure everything is accurate and to your satisfaction. 6. **Filing and Follow-up**: Finally, I'll file your taxes and remain available for any questions or follow-up needed throughout the year. This structured approach ensures clarity and efficiency, giving you peace of mind throughout the process. Accounting: Here’s a streamlined process for onboarding a new bookkeeping client: 1. **Initial Consultation**: Schedule a meeting to discuss the client's business needs, goals, and any specific challenges they face. This helps establish rapport and understand their expectations. 2. **Information Gathering**: Provide the client with an intake form to collect necessary information, including business structure, financial history, and specific services required. 3. **Service Agreement**: Draft and present a service agreement that outlines the scope of work, pricing, timelines, and confidentiality terms. Ensure both parties sign the agreement. 4. **Document Collection**: Request essential documents such as bank statements, invoices, receipts, and prior financial statements. Clearly communicate how and when these should be submitted. 5. **Set Up Accounting Software**: If applicable, assist the client in setting up their accounting software or bookkeeping system. 6. **Establish Communication Channels**: Determine preferred communication methods (email, phone, video calls) and set a regular check-in schedule to discuss progress and address any questions. 7. **Initial Review and Setup**: Conduct an initial review of the collected data and organize the client's accounts. This may include categorizing transactions and reconciling accounts. 8. **Ongoing Support**: Outline the ongoing support structure, including regular updates, reporting, and availability for questions. Ensure the client knows how to reach you for assistance. 9. **Feedback Loop**: Encourage feedback from the client to ensure their needs are being met and to make any adjustments to the process as necessary.
- What education and/or training do you have that relates to your work?
I hold a Bachelor of Science degree in Accounting and have several years of experience in corporate accounting, administration, tax preparation, and payroll. I am currently in the process of becoming an enrolled agent.