FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I bill based on a rate that is agreed upon with the client. All clients are required to sign an Engagement Letter. This letter will state the services to be provided and what is expected of the client. It is most important to hire a professional you can work with and who can help you reach your goals. You should also seek someone who is responsive to your needs all year long.
- What is your typical process for working with a new customer?
I enjoy meeting with the client to review exactly the services they require. If a business, I enjoy seeing the facility and understanding the products or services they provide.
- What education and/or training do you have that relates to your work?
I am a CPA with more than 30 years experience. I average more than 40 hours per year of Continuing Professional Education.