FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Small business financial needs are unique and so I tailor my services. Flexible budgets mean you can find one that suits your needs. Bookkeeping, accounting, payroll, 1099s, Texas sales & use tax reporting, and strategic business planning and budgeting solutions are here for your growing firm.
- What is your typical process for working with a new customer?
The process starts with an initial discovery meeting to learn more about the client's business, issues to solve, and critical deadlines and to determine if my accounting services are a fit for both of us. If we move forward, the diagnostic phase begins with a review of the client's financials in order to scope the future work and allow them to choose the appropriate tier of services for their needs.
- What education and/or training do you have that relates to your work?
I'm a Certified Public Accountant in Texas, and have my MBA.