FAQs
- What is your typical process for working with a new customer?
When talking or meeting with a new client, we like to get a high level summary of where they are at and where they would like to be in the next 2-5 years. We also like to know what they were dissatisfied with in the past. This helps us to plan for a successful future while exceeding their expectations of service that accounting professionals have provided them previously.
- What education and/or training do you have that relates to your work?
I have my A.S in Accounting and am currently pursuing my B.S in Accounting. I participate in the voluntary IRS Annual Filing Season Program. This is a program designed by the IRS for paid tax preparers that aspire to a higher level of professionalism. We also have an Enrolled Agent and CPA on staff. Enrolled agents are individuals who have demonstrated technical competence and professional ethics to the Treasury Department and have been granted enrollment to unlimited practice rights before the Internal Revenue Service.
- How did you get started doing this type of work?
I started by doing basic accounting with Quickbooks in a retail setting. This transitioned into a job managing a small construction office and doing all their bookkeeping. I realized that it would be more time and cost efficient to do this as an independent contractor. From there, it was a natural move to other accounting services such as payroll and tax preparation.