FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fixed rates based on needs. I will not pressure you into a service you do not need. I charge separately for annual filings, payroll filings, payroll processing, sales tax filings, bookkeeping, reviews of books, manage receivables, etc.
- What is your typical process for working with a new customer?
Start with a phone call as an introduction. Followed up with a face to face intro. I want to meet you and learn about you and the business. I can provide more than just bookkeeping or tax work. continually look for tax savings opportunities, streamline processes, anticipate potential issues and forecast toward year end so that we have a reasonable estimate of what the bottom line looks like. I will text and email you with questions
- What education and/or training do you have that relates to your work?
I do online training every year through my tax software company, I enjoy the research. Started to prepare to become an Enrolled Agent.