FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is structured on an hourly basis, with rates varying depending on the complexity of the work involved. This approach ensures fairness and flexibility, allowing us to tailor our services to meet your specific needs. Please feel free to reach out for an estimate based on your unique requirements.
- What is your typical process for working with a new customer?
When working with a new customer, we follow a structured yet flexible process to ensure a smooth and efficient collaboration: Initial Consultation: We start with a detailed conversation to understand your specific needs, goals, and challenges. Proposal and Agreement: Based on our discussion, we provide a tailored proposal outlining the scope of work, timelines, and costs. Document Collection: We guide you through gathering the necessary documents and information to get started. Planning and Execution: We develop a customized plan to address your requirements, whether it’s tax preparation, accounting, or financial planning, and begin executing the tasks. Review and Communication: We maintain regular communication, providing updates and clarifying any questions to ensure transparency throughout the process. Final Delivery: Once the work is completed, we review the final deliverables with you, ensuring everything meets your expectations. This approach allows us to deliver high-quality service while fostering a collaborative and productive relationship.
- What education and/or training do you have that relates to your work?
I hold a Bachelor’s Degree in Accounting and am a licensed Certified Public Accountant (CPA) with extensive professional experience in tax preparation, financial planning, and accounting services. Additionally, I regularly participate in continuing education and industry training to stay updated on the latest tax laws, accounting standards, and best practices, ensuring I provide my clients with accurate and effective solutions.