FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
It's not really that complicated, but it's a departure from the hourly rate model that is common in my profession. My pricing is largely activity based. I have a price list for various services and activities - and I use this price list in my work order system much like a plumber or electrician would do. It seems complex at times because prospective clients often want to know what it's going to cost as soon as possible. I need to know about their needs in some detail before I can give a reasonable estimate.
- What is your typical process for working with a new customer?
I will have a discussion regarding their needs and situation and determine a course of action that makes sense.
- What education and/or training do you have that relates to your work?
All of us CPA's are required by law to have at least 80 hours of continuing education every two years. I take the education part seriously, so I don't attempt to skate by with easy courses. Nearly all of my courses are self study because I get the most from that format. Anybody can sit in a seminar and pretend to listen to the speaker while doing crossword puzzles. To me, that isn't learning - that's doing time.