FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fixed pricing
- What is your typical process for working with a new customer?
3 -step process Step 1 Consultation (up to 17 minutes) Step 2 Proposal/Contract ( Develop comprehensive plan based on consultation) Step 3 Kickoff Project/Assignment
- What education and/or training do you have that relates to your work?
Enrolled Agent Masters, Bachelor and Associate degree in Accounting