FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Projects vary widely on scope. We will not have an idea on whether it takes 5 or 50 hours until we chat.
- What education and/or training do you have that relates to your work?
California CPA, CFA charterholder, MBA from UCLA. Worked in strategy for fortune 500, finance and operation for series seed-series D start-ups. Built accounting operations from the ground up.
- What advice would you give a customer looking to hire a provider in your area of work?
Interview at least 2 candidates. Personality is just as important to a successful engagement as subject proficiency.