FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Call for pricing information or visit my website for specific pricing information. I accept payment via cash, check, Zelle, Venmo, and credit cards.
- What is your typical process for working with a new customer?
We offer a free initial consultation via phone or video meeting on Zoom or Google Meet, depending on your preference. After we determine if we’re a good fit, we’ll send you an engagement agreement to begin the onboarding process.
- What education and/or training do you have that relates to your work?
I earned my undergraduate degree from the University of Colorado at Denver and have successfully passed the CPA exam; I’m currently working on the remaining credits to obtain my license. Additionally, I’m a QuickBooks Pro Advisor, with a strong understanding of accounting and its impact on financial statements and taxes.