FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am very competitive with pricing. I am a CPA with over 17 years experience.
- What is your typical process for working with a new customer?
I have a New Client Information Sheet that all clients must complete, during our first meeting. Also, during the first meeting, I will gather information from the client and explain to them what to expect from me.
- What education and/or training do you have that relates to your work?
I am a CPA in NC, with over 17 year experience working with all types of clients.